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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 | $68,185 | $123,478-44.8% | $216,567-68.5% | $94,015-27.5% |
| Participation rate | 44.1% | 75.1%-31.0pp | 81.6%-37.5pp | 70.8%-26.7pp |
| Annual return | 20.44% | 23.61%-3.2pp | 12.94%+7.5pp | 17.84%+2.6pp |
| Employer contribution / active EE | $2,670 | $3,136-14.9% | $5,216-48.8% | $2,790-4.3% |
| Participant deferral / active EE | $5,367 | $4,556+17.8% | $6,191-13.3% | $4,249+26.3% |
| Admin fee / account holder | $7,058 | $12,753-44.7% | $21,981-67.9% | $8,951-21.2% |