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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 | $76,765 | $94,439-18.7% | $73,658+4.2% | $154,746-50.4% |
| Participation rate | 41.2% | 64.7%-23.5pp | 57.0%-15.9pp | 80.7%-39.5pp |
| Annual return | 8.30% | 28.25%-20.0pp | 29.72%-21.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,348 | $1,257+7.2% | $1,032+30.6% | $4,379-69.2% |
| Participant deferral / active EE | $3,418 | $2,527+35.3% | $2,062+65.8% | $6,730-49.2% |
| Admin fee / account holder | $12,970 | $3,843+237.5% | $3,357+286.4% | $14,365-9.7% |