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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 | $67,101 | $112,729-40.5% | $98,716-32.0% | $137,256-51.1% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.3%-27.6pp | 80.0%-38.3pp |
| Annual return | 28.53% | 38.48%-10.0pp | 31.81%-3.3pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,355 | $2,725-50.3% | $2,279-40.5% | $4,156-67.4% |
| Participant deferral / active EE | $6,053 | $4,640+30.4% | $4,048+49.5% | $6,407-5.5% |
| Admin fee / account holder | $4,363 | $10,129-56.9% | $8,703-49.9% | $12,270-64.4% |