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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 | $111,836 | $138,366-19.2% | $184,185-39.3% | $80,911+38.2% |
| Participation rate | 69.4% | 83.9%-14.4pp | 86.8%-17.4pp | 67.6%+1.8pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.81%-13.2pp | 35.63%-20.0pp |
| Employer contribution / active EE | $2,027 | $4,849-58.2% | $6,426-68.5% | $2,756-26.4% |
| Participant deferral / active EE | $4,730 | $7,074-33.1% | $9,132-48.2% | $4,297+10.1% |
| Admin fee / account holder | $813 | $10,484-92.2% | $13,909-94.2% | $6,935-88.3% |