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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 | $82,408 | $125,797-34.5% | $170,043-51.5% | $75,173+9.6% |
| Participation rate | 66.0% | 83.6%-17.6pp | 87.0%-21.0pp | 67.2%-1.2pp |
| Annual return | 18.41% | 27.20%-8.8pp | 53.40%-35.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,021 | $4,616-56.2% | $6,790-70.2% | $2,671-24.3% |
| Participant deferral / active EE | $5,578 | $6,838-18.4% | $10,410-46.4% | $4,126+35.2% |
| Admin fee / account holder | $706 | $8,177-91.4% | $12,824-94.5% | $5,651-87.5% |