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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 | $65,385 | $77,908-16.1% | $149,696-56.3% | $75,173-13.0% |
| Participation rate | 57.5% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.7pp |
| Annual return | 20.79% | 31.73%-10.9pp | 134.46%-113.7pp | 160.72%-139.9pp |
| Employer contribution / active EE | $1,545 | $3,138-50.8% | $4,821-68.0% | $2,671-42.2% |
| Participant deferral / active EE | $3,650 | $3,411+7.0% | $5,682-35.8% | $4,126-11.5% |
| Admin fee / account holder | $708 | $5,950-88.1% | $13,212-94.6% | $5,651-87.5% |