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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 | $72,354 | $106,749-32.2% | $145,433-50.2% | $82,448-12.2% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.1%-34.0pp | 68.1%-19.9pp |
| Annual return | 18.23% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,310 | $3,444-62.0% | $4,554-71.2% | $2,551-48.7% |
| Participant deferral / active EE | $5,519 | $6,519-15.3% | $7,897-30.1% | $4,139+33.3% |
| Admin fee / account holder | $9,572 | $8,390+14.1% | $13,129-27.1% | $7,234+32.3% |