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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 | $68,359 | $79,955-14.5% | $98,450-30.6% | $75,181-9.1% |
| Participation rate | 35.9% | 70.4%-34.5pp | 75.2%-39.3pp | 67.2%-31.3pp |
| Annual return | 16.77% | 19.75%-3.0pp | 21.16%-4.4pp | 160.69%-143.9pp |
| Employer contribution / active EE | $1,425 | $2,264-37.1% | $3,049-53.3% | $2,671-46.6% |
| Participant deferral / active EE | $1,919 | $3,752-48.8% | $4,739-59.5% | $4,126-53.5% |
| Admin fee / account holder | $706 | $6,841-89.7% | $8,961-92.1% | $5,650-87.5% |