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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 | $79,205 | $106,864-25.9% | $147,318-46.2% | $82,637-4.2% |
| Participation rate | 54.3% | 75.5%-21.2pp | 82.1%-27.7pp | 68.1%-13.7pp |
| Annual return | 14.35% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,789 | $3,417-47.6% | $4,593-61.0% | $2,552-29.9% |
| Participant deferral / active EE | $4,273 | $6,496-34.2% | $7,906-45.9% | $4,126+3.6% |
| Admin fee / account holder | $3,699 | $8,415-56.0% | $13,708-73.0% | $7,339-49.6% |