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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 | $80,355 | $83,485-3.7% | $125,192-35.8% | $72,975+10.1% |
| Participation rate | 63.2% | 73.3%-10.1pp | 79.8%-16.5pp | 69.5%-6.3pp |
| Annual return | 21.63% | 25.77%-4.1pp | 43.79%-22.2pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,068 | $2,346-54.5% | $3,866-72.4% | $2,440-56.2% |
| Participant deferral / active EE | $2,663 | $3,586-25.8% | $4,937-46.1% | $3,608-26.2% |
| Admin fee / account holder | $4,156 | $5,518-24.7% | $9,704-57.2% | $5,124-18.9% |