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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 | $72,362 | $146,267-50.5% | $197,124-63.3% | $82,448-12.2% |
| Participation rate | 67.5% | 84.0%-16.5pp | 86.7%-19.2pp | 68.1%-0.6pp |
| Annual return | 21.57% | 29.61%-8.0pp | 44.34%-22.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,063 | $4,723-56.3% | $6,227-66.9% | $2,551-19.1% |
| Participant deferral / active EE | $4,934 | $7,035-29.9% | $9,135-46.0% | $4,139+19.2% |
| Admin fee / account holder | $1,802 | $14,422-87.5% | $16,298-88.9% | $7,234-75.1% |