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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 | $75,349 | $138,366-45.5% | $184,185-59.1% | $80,911-6.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 86.8%-17.6pp | 67.6%+1.6pp |
| Annual return | 11.93% | 20.02%-8.1pp | 28.81%-16.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,861 | $4,849-41.0% | $6,426-55.5% | $2,756+3.8% |
| Participant deferral / active EE | $4,285 | $7,074-39.4% | $9,132-53.1% | $4,297-0.3% |
| Admin fee / account holder | $464 | $10,484-95.6% | $13,909-96.7% | $6,935-93.3% |