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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 | $73,313 | $146,267-49.9% | $197,124-62.8% | $82,448-11.1% |
| Participation rate | 57.6% | 84.0%-26.4pp | 86.7%-29.1pp | 68.1%-10.5pp |
| Annual return | 18.51% | 29.61%-11.1pp | 44.34%-25.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,902 | $4,723-38.6% | $6,227-53.4% | $2,551+13.7% |
| Participant deferral / active EE | $6,627 | $7,035-5.8% | $9,135-27.5% | $4,139+60.1% |
| Admin fee / account holder | $4,658 | $14,422-67.7% | $16,298-71.4% | $7,234-35.6% |