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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 | $79,187 | $86,940-8.9% | $102,434-22.7% | $80,935-2.2% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.7%-3.8pp |
| Annual return | 11.33% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,660 | $2,370-29.9% | $3,023-45.1% | $2,757-39.8% |
| Participant deferral / active EE | $4,742 | $4,121+15.1% | $5,055-6.2% | $4,299+10.3% |
| Admin fee / account holder | $4,830 | $8,047-40.0% | $9,462-49.0% | $6,924-30.2% |