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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 | $106,749-28.8% | $145,433-47.8% | $82,448-7.9% |
| Participation rate | 48.0% | 75.6%-27.6pp | 82.1%-34.1pp | 68.1%-20.1pp |
| Annual return | 21.06% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,639 | $3,444-23.4% | $4,554-42.1% | $2,551+3.4% |
| Participant deferral / active EE | $7,912 | $6,519+21.4% | $7,897+0.2% | $4,139+91.1% |
| Admin fee / account holder | $662 | $8,390-92.1% | $13,129-95.0% | $7,234-90.8% |