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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 | $79,821 | $85,024-6.1% | $70,544+13.2% | $139,466-42.8% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 16.10% | 30.39%-14.3pp | 32.79%-16.7pp | 373.66%-357.6pp |
| Employer contribution / active EE | $5,213 | $3,912+33.2% | $2,976+75.2% | $4,754+9.6% |
| Participant deferral / active EE | $3,003 | $5,891-49.0% | $4,568-34.3% | $6,712-55.3% |
| Admin fee / account holder | $3,401 | $8,928-61.9% | $6,427-47.1% | $11,409-70.2% |