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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 | $75,050 | $94,031-20.2% | $115,768-35.2% | $82,448-9.0% |
| Participation rate | 54.9% | 70.4%-15.5pp | 74.4%-19.5pp | 68.1%-13.1pp |
| Annual return | 20.94% | 20.61%+0.3pp | 100.46%-79.5pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,910 | $2,323-17.8% | $2,940-35.0% | $2,551-25.1% |
| Participant deferral / active EE | $4,444 | $3,972+11.9% | $4,917-9.6% | $4,139+7.4% |
| Admin fee / account holder | $1,211 | $10,249-88.2% | $12,439-90.3% | $7,234-83.3% |