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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 | $71,230 | $106,749-33.3% | $145,433-51.0% | $82,448-13.6% |
| Participation rate | 53.8% | 75.6%-21.8pp | 82.1%-28.3pp | 68.1%-14.2pp |
| Annual return | 17.34% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,840 | $3,444+11.5% | $4,554-15.7% | $2,551+50.5% |
| Participant deferral / active EE | $4,251 | $6,519-34.8% | $7,897-46.2% | $4,139+2.7% |
| Admin fee / account holder | $7,426 | $8,390-11.5% | $13,129-43.4% | $7,234+2.6% |