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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 | $70,658 | $106,524-33.7% | $152,301-53.6% | $87,485-19.2% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.4%-13.0pp | 68.9%+0.5pp |
| Annual return | 21.35% | 26.89%-5.5pp | 80.50%-59.2pp | 26.06%-4.7pp |
| Employer contribution / active EE | $2,049 | $3,371-39.2% | $4,624-55.7% | $2,596-21.1% |
| Participant deferral / active EE | $4,783 | $6,525-26.7% | $8,004-40.2% | $4,274+11.9% |
| Admin fee / account holder | $838 | $8,287-89.9% | $14,398-94.2% | $7,775-89.2% |