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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 | $58,470 | $101,795-42.6% | $165,100-64.6% | $80,959-27.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 12.71% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,891 | $2,954-36.0% | $4,348-56.5% | $2,757-31.4% |
| Participant deferral / active EE | $3,608 | $4,476-19.4% | $6,035-40.2% | $4,300-16.1% |
| Admin fee / account holder | $6,089 | $8,221-25.9% | $12,696-52.0% | $6,925-12.1% |