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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 | $66,441 | $87,106-23.7% | $105,607-37.1% | $80,935-17.9% |
| Participation rate | 67.7% | 70.4%-2.7pp | 75.3%-7.5pp | 67.7%+0.1pp |
| Annual return | 15.62% | 17.01%-1.4pp | 116.11%-100.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,235 | $2,396-48.5% | $3,167-61.0% | $2,757-55.2% |
| Participant deferral / active EE | $1,701 | $3,986-57.3% | $5,011-66.1% | $4,299-60.4% |
| Admin fee / account holder | $5,568 | $8,447-34.1% | $10,958-49.2% | $6,924-19.6% |