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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 | $72,370 | $115,225-37.2% | $100,712-28.1% | $138,895-47.9% |
| Participation rate | 63.2% | 74.3%-11.2pp | 69.3%-6.1pp | 79.9%-16.8pp |
| Annual return | 15.10% | 40.35%-25.3pp | 33.27%-18.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,163 | $2,771-21.9% | $2,313-6.5% | $4,194-48.4% |
| Participant deferral / active EE | $3,882 | $4,699-17.4% | $4,085-5.0% | $6,396-39.3% |
| Admin fee / account holder | $2,847 | $10,844-73.7% | $9,256-69.2% | $12,562-77.3% |