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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 | $66,239 | $81,358-18.6% | $155,556-57.4% | $80,959-18.2% |
| Participation rate | 35.8% | 66.3%-30.4pp | 78.2%-42.4pp | 67.7%-31.8pp |
| Annual return | 14.68% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,525 | $3,106-18.7% | $4,675-46.0% | $2,757-8.4% |
| Participant deferral / active EE | $2,691 | $3,455-22.1% | $5,631-52.2% | $4,300-37.4% |
| Admin fee / account holder | $7,142 | $7,994-10.7% | $15,885-55.0% | $6,925+3.1% |