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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 | $81,650 | $86,940-6.1% | $102,434-20.3% | $80,935+0.9% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.7%+1.3pp |
| Annual return | 12.12% | 18.89%-6.8pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,739 | $2,370-26.6% | $3,023-42.5% | $2,757-36.9% |
| Participant deferral / active EE | $3,177 | $4,121-22.9% | $5,055-37.2% | $4,299-26.1% |
| Admin fee / account holder | $972 | $8,047-87.9% | $9,462-89.7% | $6,924-86.0% |