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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 | $63,622 | $146,267-56.5% | $197,124-67.7% | $82,448-22.8% |
| Participation rate | 68.6% | 84.0%-15.4pp | 86.7%-18.1pp | 68.1%+0.5pp |
| Annual return | 14.48% | 29.61%-15.1pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,914 | $4,723-17.1% | $6,227-37.2% | $2,551+53.4% |
| Participant deferral / active EE | $8,109 | $7,035+15.3% | $9,135-11.2% | $4,139+95.9% |
| Admin fee / account holder | $4,894 | $14,422-66.1% | $16,298-70.0% | $7,234-32.3% |