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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 | $67,866 | $107,421-36.8% | $182,262-62.8% | $94,015-27.8% |
| Participation rate | 61.4% | 77.8%-16.4pp | 84.2%-22.9pp | 70.8%-9.5pp |
| Annual return | 15.70% | 21.32%-5.6pp | 140.60%-124.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $2,106 | $3,448-38.9% | $5,046-58.3% | $2,790-24.5% |
| Participant deferral / active EE | $5,741 | $6,558-12.5% | $8,276-30.6% | $4,249+35.1% |
| Admin fee / account holder | $2,366 | $8,692-72.8% | $16,712-85.8% | $8,951-73.6% |