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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 | $74,663 | $95,404-21.7% | $113,397-34.2% | $82,637-9.6% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.5%-18.6pp | 68.1%-10.2pp |
| Annual return | 16.46% | 19.08%-2.6pp | 23.20%-6.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,608 | $2,307-30.3% | $2,977-46.0% | $2,552-37.0% |
| Participant deferral / active EE | $5,020 | $4,220+19.0% | $5,076-1.1% | $4,126+21.7% |
| Admin fee / account holder | $3,674 | $9,168-59.9% | $11,957-69.3% | $7,339-49.9% |