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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 | $77,814-15.6% | $158,223-58.5% | $86,983-24.5% |
| Participation rate | 61.3% | 68.4%-7.1pp | 79.2%-17.9pp | 69.5%-8.3pp |
| Annual return | 20.87% | 30.54%-9.7pp | 52.09%-31.2pp | 25.83%-5.0pp |
| Employer contribution / active EE | $1,542 | $2,592-40.5% | $4,109-62.5% | $2,584-40.3% |
| Participant deferral / active EE | $3,662 | $3,270+12.0% | $5,467-33.0% | $4,194-12.7% |
| Admin fee / account holder | $7,594 | $5,879+29.2% | $16,047-52.7% | $7,856-3.3% |