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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 | $68,994 | $93,598-26.3% | $135,974-49.3% | $75,173-8.2% |
| Participation rate | 48.2% | 75.2%-27.0pp | 81.9%-33.7pp | 67.2%-19.0pp |
| Annual return | 18.89% | 30.89%-12.0pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $2,592 | $3,538-26.7% | $4,859-46.7% | $2,671-3.0% |
| Participant deferral / active EE | $3,801 | $6,405-40.7% | $7,760-51.0% | $4,126-7.9% |
| Admin fee / account holder | $8,478 | $6,978+21.5% | $10,767-21.3% | $5,651+50.0% |