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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 | $68,368 | $81,446-16.1% | $103,374-33.9% | $80,874-15.5% |
| Participation rate | 61.7% | 66.9%-5.2pp | 74.5%-12.8pp | 67.6%-6.0pp |
| Annual return | 11.38% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,028 | $3,107-34.7% | $3,869-47.6% | $2,756-26.4% |
| Participant deferral / active EE | $3,889 | $3,870+0.5% | $5,058-23.1% | $4,297-9.5% |
| Admin fee / account holder | $4,171 | $6,715-37.9% | $8,394-50.3% | $6,935-39.9% |