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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 | $68,609 | $93,617-26.7% | $135,982-49.5% | $75,177-8.7% |
| Participation rate | 66.2% | 75.2%-9.0pp | 81.9%-15.7pp | 67.2%-1.0pp |
| Annual return | 20.18% | 30.89%-10.7pp | 68.32%-48.1pp | 160.75%-140.6pp |
| Employer contribution / active EE | $2,408 | $3,538-31.9% | $4,859-50.4% | $2,671-9.8% |
| Participant deferral / active EE | $3,903 | $6,406-39.1% | $7,760-49.7% | $4,126-5.4% |
| Admin fee / account holder | $2,656 | $6,980-61.9% | $10,767-75.3% | $5,651-53.0% |