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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 | $84,512 | $115,225-26.7% | $100,712-16.1% | $138,895-39.2% |
| Participation rate | 61.5% | 74.3%-12.8pp | 69.3%-7.7pp | 79.9%-18.4pp |
| Annual return | 16.25% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,682 | $2,771-39.3% | $2,313-27.3% | $4,194-59.9% |
| Participant deferral / active EE | $3,863 | $4,699-17.8% | $4,085-5.4% | $6,396-39.6% |
| Admin fee / account holder | $690 | $10,844-93.6% | $9,256-92.5% | $12,562-94.5% |