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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 | $72,673 | $63,082+15.2% | $81,716-11.1% | $79,852-9.0% |
| Participation rate | 52.9% | 67.5%-14.7pp | 72.0%-19.1pp | 69.6%-16.8pp |
| Annual return | 11.20% | 22.66%-11.5pp | 29.49%-18.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,101 | $1,795-38.7% | $4,310-74.5% | $2,471-55.5% |
| Participant deferral / active EE | $1,903 | $2,780-31.6% | $7,108-73.2% | $3,740-49.1% |
| Admin fee / account holder | $4,980 | $4,428+12.5% | $5,159-3.5% | $5,306-6.2% |