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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 | $70,724 | $76,834-8.0% | $108,359-34.7% | $87,485-19.2% |
| Participation rate | 51.3% | 61.7%-10.4pp | 70.1%-18.8pp | 68.9%-17.6pp |
| Annual return | 12.86% | 19.09%-6.2pp | 36.89%-24.0pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,710 | $1,556+9.9% | $2,399-28.7% | $2,596-34.1% |
| Participant deferral / active EE | $4,639 | $3,100+49.6% | $4,137+12.1% | $4,274+8.5% |
| Admin fee / account holder | $12,602 | $6,537+92.8% | $9,741+29.4% | $7,775+62.1% |