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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 | $71,402 | $63,949+11.7% | $129,031-44.7% | $94,015-24.1% |
| Participation rate | 44.2% | 63.4%-19.2pp | 73.4%-29.1pp | 70.8%-26.6pp |
| Annual return | 12.29% | 17.56%-5.3pp | 34.67%-22.4pp | 17.84%-5.5pp |
| Employer contribution / active EE | $2,504 | $1,865+34.3% | $3,226-22.4% | $2,790-10.3% |
| Participant deferral / active EE | $3,990 | $3,686+8.2% | $5,217-23.5% | $4,249-6.1% |
| Admin fee / account holder | $16,958 | $5,523+207.0% | $13,208+28.4% | $8,951+89.4% |