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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 | $75,991 | $81,233-6.5% | $155,567-51.2% | $80,874-6.0% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.7pp | 67.6%-6.1pp |
| Annual return | 12.65% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,027 | $3,101-66.9% | $4,674-78.0% | $2,756-62.7% |
| Participant deferral / active EE | $3,761 | $3,452+8.9% | $5,628-33.2% | $4,297-12.5% |
| Admin fee / account holder | $1,376 | $7,998-82.8% | $15,916-91.4% | $6,935-80.2% |