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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 | $81,186 | $114,712-29.2% | $173,730-53.3% | $87,485-7.2% |
| Participation rate | 62.5% | 73.0%-10.5pp | 79.6%-17.1pp | 68.9%-6.4pp |
| Annual return | 14.86% | 20.18%-5.3pp | 19.96%-5.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,188 | $2,904-59.1% | $4,577-74.1% | $2,596-54.3% |
| Participant deferral / active EE | $5,986 | $4,642+29.0% | $6,326-5.4% | $4,274+40.1% |
| Admin fee / account holder | $3,723 | $10,210-63.5% | $17,523-78.8% | $7,775-52.1% |