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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 | $68,185 | $83,485-18.3% | $125,192-45.5% | $72,975-6.6% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.5%-3.5pp |
| Annual return | 17.42% | 25.77%-8.3pp | 43.79%-26.4pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,541 | $2,346-34.3% | $3,866-60.1% | $2,440-36.9% |
| Participant deferral / active EE | $2,349 | $3,586-34.5% | $4,937-52.4% | $3,608-34.9% |
| Admin fee / account holder | $10,065 | $5,518+82.4% | $9,704+3.7% | $5,124+96.4% |