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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,443 | $106,749-34.0% | $145,433-51.6% | $82,448-14.6% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 20.10% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,147 | $3,444-37.7% | $4,554-52.9% | $2,551-15.8% |
| Participant deferral / active EE | $5,165 | $6,519-20.8% | $7,897-34.6% | $4,139+24.8% |
| Admin fee / account holder | $613 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |