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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 | $65,321 | $81,446-19.8% | $103,374-36.8% | $80,874-19.2% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 13.86% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,553 | $3,107-50.0% | $3,869-59.9% | $2,756-43.7% |
| Participant deferral / active EE | $3,212 | $3,870-17.0% | $5,058-36.5% | $4,297-25.2% |
| Admin fee / account holder | $2,934 | $6,715-56.3% | $8,394-65.0% | $6,935-57.7% |