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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 | $75,168 | $106,524-29.4% | $152,301-50.6% | $87,485-14.1% |
| Participation rate | 53.1% | 75.8%-22.6pp | 82.4%-29.3pp | 68.9%-15.8pp |
| Annual return | 16.55% | 26.89%-10.3pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,449 | $3,371-27.4% | $4,624-47.0% | $2,596-5.7% |
| Participant deferral / active EE | $4,286 | $6,525-34.3% | $8,004-46.4% | $4,274+0.3% |
| Admin fee / account holder | $5,694 | $8,287-31.3% | $14,398-60.5% | $7,775-26.8% |