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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 | $84,464 | $100,003-15.5% | $146,685-42.4% | $85,856-1.6% |
| Participation rate | 60.5% | 73.1%-12.5pp | 80.1%-19.5pp | 69.3%-8.8pp |
| Annual return | 16.42% | 18.93%-2.5pp | 22.75%-6.3pp | 318.58%-302.2pp |
| Employer contribution / active EE | $1,965 | $2,559-23.2% | $4,137-52.5% | $2,565-23.4% |
| Participant deferral / active EE | $3,794 | $4,006-5.3% | $5,507-31.1% | $3,952-4.0% |
| Admin fee / account holder | $341 | $7,704-95.6% | $10,281-96.7% | $6,261-94.5% |