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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 | $67,207 | $81,233-17.3% | $155,567-56.8% | $80,874-16.9% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 15.35% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,120 | $3,101-63.9% | $4,674-76.0% | $2,756-59.4% |
| Participant deferral / active EE | $4,137 | $3,452+19.8% | $5,628-26.5% | $4,297-3.7% |
| Admin fee / account holder | $2,319 | $7,998-71.0% | $15,916-85.4% | $6,935-66.6% |