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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 | $87,876 | $153,311-42.7% | $109,313-19.6% | $273,972-67.9% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 5.80% | 29.86%-24.1pp | 22.07%-16.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,712 | $5,619-69.5% | $3,892-56.0% | $4,869-64.8% |
| Participant deferral / active EE | $4,146 | $3,932+5.4% | $3,166+30.9% | $5,287-21.6% |
| Admin fee / account holder | $1,859 | $8,076-77.0% | $5,666-67.2% | $10,133-81.7% |