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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 | $75,064 | $106,749-29.7% | $145,433-48.4% | $82,448-9.0% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 15.87% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,243 | $3,444-34.9% | $4,554-50.8% | $2,551-12.1% |
| Participant deferral / active EE | $4,994 | $6,519-23.4% | $7,897-36.8% | $4,139+20.7% |
| Admin fee / account holder | $1,923 | $8,390-77.1% | $13,129-85.4% | $7,234-73.4% |