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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 | $64,594 | $106,749-39.5% | $145,433-55.6% | $82,448-21.7% |
| Participation rate | 69.0% | 75.6%-6.7pp | 82.1%-13.2pp | 68.1%+0.9pp |
| Annual return | 18.87% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $901 | $3,444-73.8% | $4,554-80.2% | $2,551-64.7% |
| Participant deferral / active EE | $6,064 | $6,519-7.0% | $7,897-23.2% | $4,139+46.5% |
| Admin fee / account holder | $7,450 | $8,390-11.2% | $13,129-43.3% | $7,234+3.0% |