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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 | $72,271 | $95,453-24.3% | $112,040-35.5% | $82,448-12.3% |
| Participation rate | 68.6% | 72.8%-4.1pp | 76.5%-7.9pp | 68.1%+0.6pp |
| Annual return | 17.53% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,052 | $2,318-54.6% | $2,954-64.4% | $2,551-58.8% |
| Participant deferral / active EE | $2,810 | $4,224-33.5% | $5,098-44.9% | $4,139-32.1% |
| Admin fee / account holder | $908 | $9,013-89.9% | $12,098-92.5% | $7,234-87.5% |