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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 | $65,690 | $78,690-16.5% | $161,489-59.3% | $87,485-24.9% |
| Participation rate | 61.3% | 67.5%-6.2pp | 78.7%-17.4pp | 68.9%-7.6pp |
| Annual return | 20.87% | 32.74%-11.9pp | 89.72%-68.8pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,542 | $2,588-40.4% | $4,268-63.9% | $2,596-40.6% |
| Participant deferral / active EE | $3,662 | $3,311+10.6% | $5,630-35.0% | $4,274-14.3% |
| Admin fee / account holder | $7,594 | $6,724+13.0% | $16,006-52.6% | $7,775-2.3% |