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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 | $74,480 | $106,524-30.1% | $152,301-51.1% | $87,485-14.9% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.4%-20.2pp | 68.9%-6.7pp |
| Annual return | 14.69% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,248 | $3,371-63.0% | $4,624-73.0% | $2,596-51.9% |
| Participant deferral / active EE | $5,375 | $6,525-17.6% | $8,004-32.8% | $4,274+25.8% |
| Admin fee / account holder | $10,979 | $8,287+32.5% | $14,398-23.7% | $7,775+41.2% |