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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 | $65,281 | $76,367-14.5% | $93,614-30.3% | $72,983-10.6% |
| Participation rate | 64.4% | 71.7%-7.4pp | 75.8%-11.4pp | 69.5%-5.1pp |
| Annual return | 20.49% | 25.82%-5.3pp | 32.76%-12.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,666 | $2,275-26.8% | $2,718-38.7% | $2,440-31.7% |
| Participant deferral / active EE | $3,232 | $3,538-8.7% | $4,069-20.6% | $3,608-10.4% |
| Admin fee / account holder | $4,504 | $6,838-34.1% | $7,889-42.9% | $5,124-12.1% |