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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 | $95,404-24.2% | $113,397-36.3% | $82,637-12.5% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.5%-7.9pp | 68.1%+0.6pp |
| Annual return | 17.53% | 19.08%-1.6pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,052 | $2,307-54.4% | $2,977-64.7% | $2,552-58.8% |
| Participant deferral / active EE | $2,810 | $4,220-33.4% | $5,076-44.6% | $4,126-31.9% |
| Admin fee / account holder | $908 | $9,168-90.1% | $11,957-92.4% | $7,339-87.6% |