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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 | $73,055 | $81,358-10.2% | $155,556-53.0% | $80,959-9.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 15.06% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,760 | $3,106-43.3% | $4,675-62.4% | $2,757-36.2% |
| Participant deferral / active EE | $5,342 | $3,455+54.6% | $5,631-5.1% | $4,300+24.2% |
| Admin fee / account holder | $7,215 | $7,994-9.7% | $15,885-54.6% | $6,925+4.2% |