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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 | $63,187 | $88,672-28.7% | $105,223-39.9% | $82,448-23.4% |
| Participation rate | 69.7% | 67.9%+1.8pp | 75.0%-5.3pp | 68.1%+1.6pp |
| Annual return | 14.13% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,068 | $3,048-32.1% | $3,689-43.9% | $2,551-18.9% |
| Participant deferral / active EE | $3,436 | $4,036-14.9% | $5,072-32.3% | $4,139-17.0% |
| Admin fee / account holder | $4,557 | $7,146-36.2% | $8,859-48.6% | $7,234-37.0% |