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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 | $71,322 | $88,360-19.3% | $145,433-51.0% | $67,986+4.9% |
| Participation rate | 58.9% | 65.5%-6.6pp | 82.1%-23.2pp | 57.2%+1.7pp |
| Annual return | 23.52% | 63.15%-39.6pp | 66.58%-43.1pp | 31.67%-8.1pp |
| Employer contribution / active EE | $1,060 | $3,054-65.3% | $4,554-76.7% | $2,019-47.5% |
| Participant deferral / active EE | $4,460 | $5,932-24.8% | $7,897-43.5% | $3,358+32.8% |
| Admin fee / account holder | $3,408 | $3,313+2.9% | $13,129-74.0% | $3,203+6.4% |