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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 | $74,623 | $106,749-30.1% | $145,433-48.7% | $82,448-9.5% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 28.92% | 27.59%+1.3pp | 66.58%-37.7pp | 41.64%-12.7pp |
| Employer contribution / active EE | $1,838 | $3,444-46.6% | $4,554-59.6% | $2,551-27.9% |
| Participant deferral / active EE | $3,965 | $6,519-39.2% | $7,897-49.8% | $4,139-4.2% |
| Admin fee / account holder | $22,240 | $8,390+165.1% | $13,129+69.4% | $7,234+207.4% |