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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 | $79,669 | $109,782-27.4% | $260,467-69.4% | $94,015-15.3% |
| Participation rate | 53.7% | 67.2%-13.5pp | 80.5%-26.8pp | 70.8%-17.2pp |
| Annual return | 35.81% | 18.60%+17.2pp | 100.60%-64.8pp | 17.84%+18.0pp |
| Employer contribution / active EE | $1,965 | $2,147-8.4% | $4,239-53.6% | $2,790-29.6% |
| Participant deferral / active EE | $4,905 | $4,044+21.3% | $6,319-22.4% | $4,249+15.4% |
| Admin fee / account holder | $1,416 | $11,958-88.2% | $15,461-90.8% | $8,951-84.2% |