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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 | $90,400-11.9% | $186,193-57.2% | $87,485-8.9% |
| Participation rate | 53.7% | 66.2%-12.5pp | 77.1%-23.5pp | 68.9%-15.3pp |
| Annual return | 35.81% | 22.15%+13.7pp | 78.03%-42.2pp | 26.06%+9.7pp |
| Employer contribution / active EE | $1,965 | $2,170-9.4% | $3,918-49.8% | $2,596-24.3% |
| Participant deferral / active EE | $4,905 | $4,330+13.3% | $6,513-24.7% | $4,274+14.8% |
| Admin fee / account holder | $1,416 | $8,673-83.7% | $11,058-87.2% | $7,775-81.8% |