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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 | $75,616 | $93,064-18.7% | $74,577+1.4% | $273,972-72.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 6.49% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,121 | $3,160-64.5% | $2,525-55.6% | $4,869-77.0% |
| Participant deferral / active EE | $5,042 | $4,160+21.2% | $3,458+45.8% | $5,287-4.6% |
| Admin fee / account holder | $7,008 | $5,273+32.9% | $4,138+69.4% | $10,133-30.8% |