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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 | $84,585 | $106,864-20.8% | $147,318-42.6% | $82,637+2.4% |
| Participation rate | 55.2% | 75.5%-20.3pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 18.37% | 27.49%-9.1pp | 70.43%-52.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,874 | $3,417-15.9% | $4,593-37.4% | $2,552+12.6% |
| Participant deferral / active EE | $3,918 | $6,496-39.7% | $7,906-50.5% | $4,126-5.1% |
| Admin fee / account holder | $2,265 | $8,415-73.1% | $13,708-83.5% | $7,339-69.1% |