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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 | $106,864-29.8% | $147,318-49.0% | $82,637-9.2% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 15.87% | 27.49%-11.6pp | 70.43%-54.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,243 | $3,417-34.4% | $4,593-51.2% | $2,552-12.1% |
| Participant deferral / active EE | $4,994 | $6,496-23.1% | $7,906-36.8% | $4,126+21.0% |
| Admin fee / account holder | $1,923 | $8,415-77.1% | $13,708-86.0% | $7,339-73.8% |