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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 | $76,736 | $106,524-28.0% | $152,301-49.6% | $87,485-12.3% |
| Participation rate | 69.8% | 75.8%-5.9pp | 82.4%-12.6pp | 68.9%+0.9pp |
| Annual return | 15.12% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,492 | $3,371-55.7% | $4,624-67.7% | $2,596-42.5% |
| Participant deferral / active EE | $3,993 | $6,525-38.8% | $8,004-50.1% | $4,274-6.6% |
| Admin fee / account holder | $2,072 | $8,287-75.0% | $14,398-85.6% | $7,775-73.4% |