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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 | $66,502 | $106,524-37.6% | $152,301-56.3% | $87,485-24.0% |
| Participation rate | 66.2% | 75.8%-9.5pp | 82.4%-16.2pp | 68.9%-2.7pp |
| Annual return | 14.79% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,009 | $3,371-70.1% | $4,624-78.2% | $2,596-61.1% |
| Participant deferral / active EE | $4,035 | $6,525-38.2% | $8,004-49.6% | $4,274-5.6% |
| Admin fee / account holder | $4,316 | $8,287-47.9% | $14,398-70.0% | $7,775-44.5% |