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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 | $72,370 | $112,729-35.8% | $98,716-26.7% | $137,256-47.3% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 15.10% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,163 | $2,725-20.6% | $2,279-5.1% | $4,156-48.0% |
| Participant deferral / active EE | $3,882 | $4,640-16.3% | $4,048-4.1% | $6,407-39.4% |
| Admin fee / account holder | $2,847 | $10,129-71.9% | $8,703-67.3% | $12,270-76.8% |