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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 | $70,279 | $80,985-13.2% | $96,576-27.2% | $75,181-6.5% |
| Participation rate | 63.4% | 71.8%-8.4pp | 76.0%-12.6pp | 67.2%-3.8pp |
| Annual return | 14.37% | 27.05%-12.7pp | 25.87%-11.5pp | 160.69%-146.3pp |
| Employer contribution / active EE | $1,446 | $2,282-36.6% | $2,965-51.2% | $2,671-45.8% |
| Participant deferral / active EE | $3,234 | $3,929-17.7% | $4,851-33.3% | $4,126-21.6% |
| Admin fee / account holder | $1,844 | $6,719-72.6% | $8,253-77.7% | $5,650-67.4% |