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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 | $63,261 | $78,670-19.6% | $109,173-42.1% | $85,847-26.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 15.50% | 25.09%-9.6pp | 25.75%-10.3pp | 318.61%-303.1pp |
| Employer contribution / active EE | $2,039 | $2,734-25.4% | $3,723-45.2% | $2,565-20.5% |
| Participant deferral / active EE | $2,989 | $3,467-13.8% | $4,654-35.8% | $3,952-24.4% |
| Admin fee / account holder | $787 | $5,469-85.6% | $6,755-88.3% | $6,261-87.4% |