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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 | $61,184 | $96,731-36.7% | $123,973-50.6% | $86,983-29.7% |
| Participation rate | 58.8% | 70.0%-11.2pp | 76.7%-17.8pp | 69.5%-10.7pp |
| Annual return | 19.38% | 17.33%+2.1pp | 388.13%-368.7pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,893 | $3,297-12.3% | $4,126-29.9% | $2,584+11.9% |
| Participant deferral / active EE | $5,877 | $4,152+41.5% | $5,247+12.0% | $4,194+40.1% |
| Admin fee / account holder | $5,176 | $8,722-40.7% | $11,799-56.1% | $7,856-34.1% |