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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 | $74,480 | $106,749-30.2% | $145,433-48.8% | $82,448-9.7% |
| Participation rate | 62.3% | 75.6%-13.4pp | 82.1%-19.9pp | 68.1%-5.8pp |
| Annual return | 14.69% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,248 | $3,444-63.8% | $4,554-72.6% | $2,551-51.1% |
| Participant deferral / active EE | $5,375 | $6,519-17.5% | $7,897-31.9% | $4,139+29.9% |
| Admin fee / account holder | $10,979 | $8,390+30.9% | $13,129-16.4% | $7,234+51.8% |