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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 | $75,242 | $87,059-13.6% | $105,608-28.8% | $80,925-7.0% |
| Participation rate | 62.3% | 70.4%-8.2pp | 75.3%-13.0pp | 67.7%-5.4pp |
| Annual return | 18.19% | 17.05%+1.1pp | 116.50%-98.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $2,182 | $2,396-9.0% | $3,167-31.1% | $2,756-20.8% |
| Participant deferral / active EE | $5,137 | $3,986+28.9% | $5,010+2.5% | $4,299+19.5% |
| Admin fee / account holder | $1,216 | $8,443-85.6% | $11,028-89.0% | $6,940-82.5% |