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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 | $66,687 | $101,795-34.5% | $165,100-59.6% | $80,959-17.6% |
| Participation rate | 68.2% | 71.8%-3.6pp | 78.6%-10.4pp | 67.7%+0.5pp |
| Annual return | 47.94% | 16.73%+31.2pp | 70.21%-22.3pp | 35.67%+12.3pp |
| Employer contribution / active EE | $1,487 | $2,954-49.7% | $4,348-65.8% | $2,757-46.1% |
| Participant deferral / active EE | $8,143 | $4,476+81.9% | $6,035+34.9% | $4,300+89.3% |
| Admin fee / account holder | $564 | $8,221-93.1% | $12,696-95.6% | $6,925-91.9% |