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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 | $77,460-16.9% | $100,378-35.8% | $80,925-20.4% |
| Participation rate | 56.1% | 76.9%-20.9pp | 81.5%-25.4pp | 67.7%-11.6pp |
| Annual return | 12.82% | 37.24%-24.4pp | 49.41%-36.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,820 | $2,801-35.0% | $3,942-53.8% | $2,756-34.0% |
| Participant deferral / active EE | $5,870 | $6,818-13.9% | $8,087-27.4% | $4,299+36.6% |
| Admin fee / account holder | $9,044 | $5,887+53.6% | $7,899+14.5% | $6,940+30.3% |