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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 | $68,486 | $85,060-19.5% | $70,548-2.9% | $139,456-50.9% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 14.79% | 30.38%-15.6pp | 32.78%-18.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $2,107 | $3,911-46.1% | $2,975-29.2% | $4,753-55.7% |
| Participant deferral / active EE | $3,961 | $5,890-32.8% | $4,567-13.3% | $6,711-41.0% |
| Admin fee / account holder | $1,378 | $8,925-84.6% | $6,424-78.5% | $11,407-87.9% |