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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 | $85,258 | $139,948-39.1% | $121,663-29.9% | $154,746-44.9% |
| Participation rate | 65.2% | 78.0%-12.8pp | 74.5%-9.3pp | 80.7%-15.5pp |
| Annual return | 13.76% | 230.52%-216.8pp | 147.54%-133.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,232 | $3,521-65.0% | $3,020-59.2% | $4,379-71.9% |
| Participant deferral / active EE | $2,597 | $5,629-53.9% | $4,887-46.9% | $6,730-61.4% |
| Admin fee / account holder | $5,404 | $17,321-68.8% | $14,289-62.2% | $14,365-62.4% |