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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 | $75,223 | $106,749-29.5% | $145,433-48.3% | $82,448-8.8% |
| Participation rate | 65.2% | 75.6%-10.5pp | 82.1%-17.0pp | 68.1%-2.9pp |
| Annual return | 22.17% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,458 | $3,444-28.7% | $4,554-46.0% | $2,551-3.7% |
| Participant deferral / active EE | $3,569 | $6,519-45.3% | $7,897-54.8% | $4,139-13.8% |
| Admin fee / account holder | $28,271 | $8,390+237.0% | $13,129+115.3% | $7,234+290.8% |