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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 | $70,407 | $99,380-29.2% | $90,312-22.0% | $155,188-54.6% |
| Participation rate | 68.8% | 77.3%-8.6pp | 72.9%-4.1pp | 80.8%-12.1pp |
| Annual return | 15.39% | 19.35%-4.0pp | 18.90%-3.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,814 | $2,390-24.1% | $2,243-19.1% | $4,248-57.3% |
| Participant deferral / active EE | $3,258 | $4,212-22.6% | $3,749-13.1% | $6,531-50.1% |
| Admin fee / account holder | $4,914 | $9,766-49.7% | $8,248-40.4% | $14,480-66.1% |