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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 | $71,904 | $88,360-18.6% | $145,433-50.6% | $67,986+5.8% |
| Participation rate | 57.5% | 65.5%-7.9pp | 82.1%-24.6pp | 57.2%+0.3pp |
| Annual return | 19.40% | 63.15%-43.8pp | 66.58%-47.2pp | 31.67%-12.3pp |
| Employer contribution / active EE | $4,279 | $3,054+40.1% | $4,554-6.1% | $2,019+112.0% |
| Participant deferral / active EE | $2,390 | $5,932-59.7% | $7,897-69.7% | $3,358-28.8% |
| Admin fee / account holder | $5,802 | $3,313+75.1% | $13,129-55.8% | $3,203+81.1% |