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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 | $69,977 | $93,598-25.2% | $135,974-48.5% | $75,173-6.9% |
| Participation rate | 68.5% | 75.2%-6.7pp | 81.9%-13.4pp | 67.2%+1.3pp |
| Annual return | 16.76% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,221 | $3,538-37.2% | $4,859-54.3% | $2,671-16.9% |
| Participant deferral / active EE | $5,191 | $6,405-19.0% | $7,760-33.1% | $4,126+25.8% |
| Admin fee / account holder | $1,950 | $6,978-72.1% | $10,767-81.9% | $5,651-65.5% |