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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 | $95,904-21.4% | $173,730-56.6% | $64,340+17.2% |
| Participation rate | 52.1% | 60.6%-8.5pp | 79.6%-27.5pp | 55.2%-3.1pp |
| Annual return | 17.06% | 17.47%-0.4pp | 19.96%-2.9pp | 24.14%-7.1pp |
| Employer contribution / active EE | $1,732 | $2,323-25.4% | $4,577-62.2% | $1,862-7.0% |
| Participant deferral / active EE | $3,937 | $3,488+12.9% | $6,326-37.8% | $2,980+32.1% |
| Admin fee / account holder | $2,945 | $5,089-42.1% | $17,523-83.2% | $3,703-20.5% |