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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 | $62,726 | $86,949-27.9% | $102,460-38.8% | $80,959-22.5% |
| Participation rate | 67.4% | 72.4%-4.9pp | 76.5%-9.1pp | 67.7%-0.2pp |
| Annual return | 11.09% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,349 | $2,370-43.1% | $3,025-55.4% | $2,757-51.1% |
| Participant deferral / active EE | $4,792 | $4,121+16.3% | $5,056-5.2% | $4,300+11.4% |
| Admin fee / account holder | $3,461 | $8,048-57.0% | $9,460-63.4% | $6,925-50.0% |