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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 | $78,760 | $101,795-22.6% | $165,100-52.3% | $80,959-2.7% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.7%-3.7pp |
| Annual return | 11.05% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,894 | $2,954-35.9% | $4,348-56.4% | $2,757-31.3% |
| Participant deferral / active EE | $3,516 | $4,476-21.4% | $6,035-41.7% | $4,300-18.2% |
| Admin fee / account holder | $10,332 | $8,221+25.7% | $12,696-18.6% | $6,925+49.2% |