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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 | $75,407 | $91,760-17.8% | $156,181-51.7% | $67,986+10.9% |
| Participation rate | 52.1% | 65.0%-12.9pp | 78.8%-26.7pp | 57.2%-5.1pp |
| Annual return | 17.06% | 18.14%-1.1pp | 64.87%-47.8pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,732 | $2,419-28.4% | $4,294-59.7% | $2,019-14.2% |
| Participant deferral / active EE | $3,937 | $3,960-0.6% | $6,132-35.8% | $3,358+17.2% |
| Admin fee / account holder | $2,945 | $3,949-25.4% | $14,586-79.8% | $3,203-8.1% |