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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 | $78,751 | $81,331-3.2% | $155,534-49.4% | $80,935-2.7% |
| Participation rate | 53.3% | 66.3%-12.9pp | 78.2%-24.9pp | 67.7%-14.3pp |
| Annual return | 42.24% | 33.37%+8.9pp | 64.92%-22.7pp | 35.66%+6.6pp |
| Employer contribution / active EE | $1,528 | $3,105-50.8% | $4,675-67.3% | $2,757-44.6% |
| Participant deferral / active EE | $4,377 | $3,454+26.7% | $5,630-22.3% | $4,299+1.8% |
| Admin fee / account holder | $1,373 | $7,999-82.8% | $15,900-91.4% | $6,924-80.2% |