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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 | $66,393 | $111,814-40.6% | $103,378-35.8% | $145,978-54.5% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 17.99% | 24.80%-6.8pp | 24.91%-6.9pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,772 | $4,215-34.2% | $3,870-28.4% | $4,662-40.5% |
| Participant deferral / active EE | $5,809 | $5,618+3.4% | $5,058+14.8% | $6,690-13.2% |
| Admin fee / account holder | $2,158 | $9,764-77.9% | $8,401-74.3% | $13,400-83.9% |