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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 | $75,961 | $106,524-28.7% | $152,301-50.1% | $87,485-13.2% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.4%-34.4pp | 68.9%-20.9pp |
| Annual return | 21.06% | 26.89%-5.8pp | 80.50%-59.4pp | 26.06%-5.0pp |
| Employer contribution / active EE | $2,639 | $3,371-21.7% | $4,624-42.9% | $2,596+1.6% |
| Participant deferral / active EE | $7,912 | $6,525+21.3% | $8,004-1.2% | $4,274+85.1% |
| Admin fee / account holder | $662 | $8,287-92.0% | $14,398-95.4% | $7,775-91.5% |