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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 | $79,300 | $93,598-15.3% | $135,974-41.7% | $75,173+5.5% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 16.13% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,373 | $3,538-61.2% | $4,859-71.7% | $2,671-48.6% |
| Participant deferral / active EE | $7,749 | $6,405+21.0% | $7,760-0.1% | $4,126+87.8% |
| Admin fee / account holder | $5,460 | $6,978-21.8% | $10,767-49.3% | $5,651-3.4% |