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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 | $78,226 | $86,949-10.0% | $102,460-23.7% | $80,959-3.4% |
| Participation rate | 62.2% | 72.4%-10.2pp | 76.5%-14.3pp | 67.7%-5.5pp |
| Annual return | 10.86% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,667 | $2,370-29.6% | $3,025-44.9% | $2,757-39.5% |
| Participant deferral / active EE | $4,068 | $4,121-1.3% | $5,056-19.5% | $4,300-5.4% |
| Admin fee / account holder | $11,128 | $8,048+38.3% | $9,460+17.6% | $6,925+60.7% |