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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 | $60,373 | $94,031-35.8% | $115,768-47.9% | $82,448-26.8% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | 15.70% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,061 | $2,323-11.3% | $2,940-29.9% | $2,551-19.2% |
| Participant deferral / active EE | $3,098 | $3,972-22.0% | $4,917-37.0% | $4,139-25.2% |
| Admin fee / account holder | $1,184 | $10,249-88.4% | $12,439-90.5% | $7,234-83.6% |