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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 | $69,964 | $81,276-13.9% | $155,574-55.0% | $80,925-13.5% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 13.64% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,699 | $3,103-45.2% | $4,676-63.7% | $2,756-38.3% |
| Participant deferral / active EE | $3,769 | $3,453+9.2% | $5,629-33.0% | $4,299-12.3% |
| Admin fee / account holder | $2,350 | $7,993-70.6% | $15,914-85.2% | $6,940-66.1% |