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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 | $65,240 | $97,648-33.2% | $121,663-46.4% | $87,485-25.4% |
| Participation rate | 65.4% | 70.5%-5.1pp | 74.5%-9.1pp | 68.9%-3.5pp |
| Annual return | 13.64% | 18.03%-4.4pp | 147.54%-133.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,932 | $2,300-16.0% | $3,020-36.0% | $2,596-25.6% |
| Participant deferral / active EE | $3,009 | $3,923-23.3% | $4,887-38.4% | $4,274-29.6% |
| Admin fee / account holder | $406 | $11,100-96.3% | $14,289-97.2% | $7,775-94.8% |