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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 | $82,594 | $88,996-7.2% | $78,004+5.9% | $138,895-40.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.4%-6.9pp | 79.9%-17.4pp |
| Annual return | 16.18% | 28.03%-11.9pp | 31.07%-14.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $672 | $2,917-77.0% | $2,469-72.8% | $4,194-84.0% |
| Participant deferral / active EE | $3,458 | $4,724-26.8% | $4,092-15.5% | $6,396-45.9% |
| Admin fee / account holder | $1,221 | $8,807-86.1% | $7,578-83.9% | $12,562-90.3% |