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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 | $64,901 | $106,864-39.3% | $147,318-55.9% | $82,637-21.5% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.1%-12.5pp | 68.1%+1.5pp |
| Annual return | 21.42% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,092 | $3,417-38.8% | $4,593-54.5% | $2,552-18.0% |
| Participant deferral / active EE | $4,573 | $6,496-29.6% | $7,906-42.2% | $4,126+10.8% |
| Admin fee / account holder | $6,183 | $8,415-26.5% | $13,708-54.9% | $7,339-15.8% |