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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 | $68,383 | $79,867-14.4% | $120,344-43.2% | $64,340+6.3% |
| Participation rate | 39.8% | 63.0%-23.1pp | 76.7%-36.9pp | 55.2%-15.4pp |
| Annual return | 14.87% | 21.10%-6.2pp | 20.30%-5.4pp | 24.14%-9.3pp |
| Employer contribution / active EE | $1,627 | $1,925-15.5% | $3,020-46.1% | $1,862-12.6% |
| Participant deferral / active EE | $2,828 | $3,593-21.3% | $5,135-44.9% | $2,980-5.1% |
| Admin fee / account holder | $8,807 | $5,039+74.8% | $12,742-30.9% | $3,703+137.9% |