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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 | $72,973 | $81,504-10.5% | $102,437-28.8% | $80,959-9.9% |
| Participation rate | 63.3% | 66.9%-3.5pp | 74.5%-11.2pp | 67.7%-4.3pp |
| Annual return | 14.68% | 25.60%-10.9pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,494 | $3,104-51.9% | $3,871-61.4% | $2,757-45.8% |
| Participant deferral / active EE | $3,641 | $3,871-5.9% | $5,060-28.0% | $4,300-15.3% |
| Admin fee / account holder | $4,427 | $6,719-34.1% | $8,388-47.2% | $6,925-36.1% |