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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 | $78,738 | $93,598-15.9% | $135,974-42.1% | $75,173+4.7% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 20.67% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.1pp |
| Employer contribution / active EE | $2,992 | $3,538-15.4% | $4,859-38.4% | $2,671+12.0% |
| Participant deferral / active EE | $5,648 | $6,405-11.8% | $7,760-27.2% | $4,126+36.9% |
| Admin fee / account holder | $4,147 | $6,978-40.6% | $10,767-61.5% | $5,651-26.6% |