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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 | $76,184 | $115,225-33.9% | $100,712-24.4% | $138,895-45.1% |
| Participation rate | 45.5% | 74.3%-28.9pp | 69.3%-23.8pp | 79.9%-34.5pp |
| Annual return | 41.54% | 40.35%+1.2pp | 33.27%+8.3pp | 145.39%-103.9pp |
| Employer contribution / active EE | $1,789 | $2,771-35.5% | $2,313-22.7% | $4,194-57.4% |
| Participant deferral / active EE | $5,261 | $4,699+11.9% | $4,085+28.8% | $6,396-17.8% |
| Admin fee / account holder | $1,104 | $10,844-89.8% | $9,256-88.1% | $12,562-91.2% |