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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 | $99,875-24.7% | $146,866-48.8% | $86,983-13.6% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.5%-29.4pp | 69.5%-16.4pp |
| Annual return | 16.55% | 28.10%-11.6pp | 102.85%-86.3pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,449 | $3,224-24.0% | $4,425-44.7% | $2,584-5.2% |
| Participant deferral / active EE | $4,286 | $6,322-32.2% | $7,759-44.8% | $4,194+2.2% |
| Admin fee / account holder | $5,694 | $7,838-27.4% | $13,620-58.2% | $7,856-27.5% |