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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 | $88,724 | $107,421-17.4% | $182,262-51.3% | $94,015-5.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 84.2%-24.2pp | 70.8%-10.8pp |
| Annual return | 12.98% | 21.32%-8.3pp | 140.60%-127.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $2,502 | $3,448-27.4% | $5,046-50.4% | $2,790-10.3% |
| Participant deferral / active EE | $4,491 | $6,558-31.5% | $8,276-45.7% | $4,249+5.7% |
| Admin fee / account holder | $4,223 | $8,692-51.4% | $16,712-74.7% | $8,951-52.8% |