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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 | $73,024 | $185,312-60.6% | $161,489-54.8% | $154,746-52.8% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 15.95% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,923 | $4,769-59.7% | $4,268-55.0% | $4,379-56.1% |
| Participant deferral / active EE | $2,766 | $6,350-56.4% | $5,630-50.9% | $6,730-58.9% |
| Admin fee / account holder | $3,646 | $18,654-80.5% | $16,006-77.2% | $14,365-74.6% |