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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 | $86,919-10.0% | $102,457-23.6% | $80,911-3.3% |
| Participation rate | 62.2% | 72.4%-10.2pp | 76.5%-14.3pp | 67.6%-5.5pp |
| Annual return | 10.86% | 18.90%-8.0pp | 29.41%-18.5pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,667 | $2,368-29.6% | $3,022-44.8% | $2,756-39.5% |
| Participant deferral / active EE | $4,068 | $4,119-1.2% | $5,054-19.5% | $4,297-5.3% |
| Admin fee / account holder | $11,128 | $8,049+38.3% | $9,451+17.7% | $6,935+60.5% |