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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 | $71,916 | $86,050-16.4% | $189,758-62.1% | $94,015-23.5% |
| Participation rate | 61.1% | 68.9%-7.8pp | 79.8%-18.7pp | 70.8%-9.7pp |
| Annual return | 19.15% | 17.77%+1.4pp | 52.62%-33.5pp | 17.84%+1.3pp |
| Employer contribution / active EE | $2,364 | $2,819-16.2% | $4,767-50.4% | $2,790-15.3% |
| Participant deferral / active EE | $4,673 | $3,349+39.5% | $5,856-20.2% | $4,249+10.0% |
| Admin fee / account holder | $5,512 | $6,627-16.8% | $20,388-73.0% | $8,951-38.4% |