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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 | $66,689 | $75,541-11.7% | $152,093-56.2% | $82,637-19.3% |
| Participation rate | 55.6% | 66.5%-11.0pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 20.52% | 32.56%-12.0pp | 66.36%-45.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,357 | $2,622-48.3% | $4,175-67.5% | $2,552-46.8% |
| Participant deferral / active EE | $4,154 | $3,206+29.6% | $5,451-23.8% | $4,126+0.7% |
| Admin fee / account holder | $502 | $6,405-92.2% | $14,497-96.5% | $7,339-93.2% |