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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 | $69,144 | $75,963-9.0% | $97,995-29.4% | $70,124-1.4% |
| Participation rate | 67.1% | 77.0%-9.9pp | 82.4%-15.3pp | 69.5%-2.5pp |
| Annual return | 20.09% | 19.26%+0.8pp | 23.94%-3.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,449 | $3,278-55.8% | $4,158-65.1% | $2,342-38.1% |
| Participant deferral / active EE | $3,707 | $4,053-8.5% | $5,097-27.3% | $3,332+11.3% |
| Admin fee / account holder | $2,912 | $5,407-46.1% | $5,943-51.0% | $4,645-37.3% |