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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 | $70,840 | $76,551-7.5% | $123,894-42.8% | $62,881+12.7% |
| Participation rate | 67.4% | 73.0%-5.6pp | 81.4%-14.0pp | 69.3%-1.9pp |
| Annual return | 7.66% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,702 | $2,882-41.0% | $4,617-63.1% | $2,281-25.4% |
| Participant deferral / active EE | $4,203 | $4,840-13.2% | $5,984-29.8% | $3,203+31.2% |
| Admin fee / account holder | $14,175 | $4,826+193.7% | $8,357+69.6% | $4,296+230.0% |