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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 | $76,204 | $146,267-47.9% | $197,124-61.3% | $82,448-7.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 86.7%-22.4pp | 68.1%-3.8pp |
| Annual return | 20.42% | 29.61%-9.2pp | 44.34%-23.9pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,637 | $4,723-65.3% | $6,227-73.7% | $2,551-35.8% |
| Participant deferral / active EE | $5,548 | $7,035-21.1% | $9,135-39.3% | $4,139+34.0% |
| Admin fee / account holder | $3,922 | $14,422-72.8% | $16,298-75.9% | $7,234-45.8% |