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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 | $67,822 | $84,236-19.5% | $170,435-60.2% | $70,126-3.3% |
| Participation rate | 67.9% | 70.8%-2.9pp | 83.6%-15.7pp | 69.5%-1.6pp |
| Annual return | 18.31% | 23.06%-4.8pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,062 | $3,387-39.1% | $5,432-62.1% | $2,343-12.0% |
| Participant deferral / active EE | $3,653 | $3,086+18.4% | $4,939-26.0% | $3,332+9.6% |
| Admin fee / account holder | $762 | $5,698-86.6% | $13,881-94.5% | $4,645-83.6% |