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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 | $71,534 | $106,864-33.1% | $147,318-51.4% | $82,637-13.4% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.1%-24.9pp | 68.1%-10.9pp |
| Annual return | 17.45% | 27.49%-10.0pp | 70.43%-53.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,421 | $3,417-58.4% | $4,593-69.1% | $2,552-44.3% |
| Participant deferral / active EE | $4,519 | $6,496-30.4% | $7,906-42.8% | $4,126+9.5% |
| Admin fee / account holder | $2,740 | $8,415-67.4% | $13,708-80.0% | $7,339-62.7% |