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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 | $66,220 | $99,994-33.8% | $146,643-54.8% | $85,847-22.9% |
| Participation rate | 64.8% | 73.1%-8.3pp | 80.1%-15.3pp | 69.3%-4.5pp |
| Annual return | 12.79% | 18.93%-6.1pp | 22.75%-10.0pp | 318.61%-305.8pp |
| Employer contribution / active EE | $2,018 | $2,559-21.2% | $4,137-51.2% | $2,565-21.4% |
| Participant deferral / active EE | $3,737 | $4,006-6.7% | $5,506-32.1% | $3,952-5.4% |
| Admin fee / account holder | $1,724 | $7,703-77.6% | $10,280-83.2% | $6,261-72.5% |