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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 | $72,209 | $106,749-32.4% | $145,433-50.3% | $82,448-12.4% |
| Participation rate | 69.0% | 75.6%-6.7pp | 82.1%-13.2pp | 68.1%+0.9pp |
| Annual return | 44.22% | 27.59%+16.6pp | 66.58%-22.4pp | 41.64%+2.6pp |
| Employer contribution / active EE | $2,752 | $3,444-20.1% | $4,554-39.6% | $2,551+7.9% |
| Participant deferral / active EE | $7,383 | $6,519+13.3% | $7,897-6.5% | $4,139+78.4% |
| Admin fee / account holder | $2,422 | $8,390-71.1% | $13,129-81.5% | $7,234-66.5% |