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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 | $75,567 | $84,685-10.8% | $142,942-47.1% | $67,986+11.2% |
| Participation rate | 58.8% | 61.4%-2.6pp | 76.8%-18.1pp | 57.2%+1.6pp |
| Annual return | 18.89% | 35.89%-17.0pp | 113.70%-94.8pp | 31.67%-12.8pp |
| Employer contribution / active EE | $1,774 | $2,263-21.6% | $4,139-57.1% | $2,019-12.1% |
| Participant deferral / active EE | $4,737 | $3,832+23.6% | $7,128-33.5% | $3,358+41.1% |
| Admin fee / account holder | $1,310 | $3,229-59.4% | $12,475-89.5% | $3,203-59.1% |