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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 | $66,323 | $91,559-27.6% | $133,971-50.5% | $79,852-16.9% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | 12.75% | 61.85%-49.1pp | 45.09%-32.3pp | 31.72%-19.0pp |
| Employer contribution / active EE | $666 | $2,384-72.1% | $3,919-83.0% | $2,471-73.0% |
| Participant deferral / active EE | $1,856 | $3,734-50.3% | $5,047-63.2% | $3,740-50.4% |
| Admin fee / account holder | $4,069 | $6,321-35.6% | $8,929-54.4% | $5,306-23.3% |