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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 | $73,616 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 68.21% | 74.59%-6.4pp | 66.58%+1.6pp | 220.34%-152.1pp |
| Employer contribution / active EE | $1,951 | $4,804-59.4% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $3,708 | $8,216-54.9% | $7,897-53.1% | $6,407-42.1% |
| Admin fee / account holder | $690 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |