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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 | $68,694 | $93,617-26.6% | $135,982-49.5% | $75,177-8.6% |
| Participation rate | 56.4% | 75.2%-18.8pp | 81.9%-25.5pp | 67.2%-10.8pp |
| Annual return | 19.59% | 30.89%-11.3pp | 68.32%-48.7pp | 160.75%-141.2pp |
| Employer contribution / active EE | $1,829 | $3,538-48.3% | $4,859-62.4% | $2,671-31.5% |
| Participant deferral / active EE | $3,650 | $6,406-43.0% | $7,760-53.0% | $4,126-11.6% |
| Admin fee / account holder | $11,248 | $6,980+61.2% | $10,767+4.5% | $5,651+99.0% |