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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 | $64,400 | $77,472-16.9% | $100,415-35.9% | $80,959-20.5% |
| Participation rate | 56.1% | 76.9%-20.9pp | 81.5%-25.5pp | 67.7%-11.6pp |
| Annual return | 12.82% | 37.26%-24.4pp | 49.47%-36.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,820 | $2,800-35.0% | $3,943-53.8% | $2,757-34.0% |
| Participant deferral / active EE | $5,870 | $6,818-13.9% | $8,091-27.5% | $4,300+36.5% |
| Admin fee / account holder | $9,044 | $5,885+53.7% | $7,906+14.4% | $6,925+30.6% |