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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 | $71,145 | $199,109-64.3% | $173,730-59.0% | $154,746-54.0% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.6%-35.1pp | 80.7%-36.3pp |
| Annual return | 22.36% | 20.02%+2.3pp | 19.96%+2.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,841 | $5,311-65.3% | $4,577-59.8% | $4,379-58.0% |
| Participant deferral / active EE | $5,166 | $7,113-27.4% | $6,326-18.3% | $6,730-23.2% |
| Admin fee / account holder | $2,031 | $20,916-90.3% | $17,523-88.4% | $14,365-85.9% |