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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 | $73,760 | $77,492-4.8% | $100,398-26.5% | $80,911-8.8% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 14.63% | 37.23%-22.6pp | 49.32%-34.7pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,526 | $2,800-9.8% | $3,946-36.0% | $2,756-8.3% |
| Participant deferral / active EE | $4,405 | $6,817-35.4% | $8,084-45.5% | $4,297+2.5% |
| Admin fee / account holder | $792 | $5,892-86.6% | $7,893-90.0% | $6,935-88.6% |