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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 | $68,453 | $72,486-5.6% | $87,103-21.4% | $72,976-6.2% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 20.88% | 24.46%-3.6pp | 28.19%-7.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $1,792 | $1,894-5.4% | $2,521-28.9% | $2,440-26.6% |
| Participant deferral / active EE | $3,443 | $3,270+5.3% | $4,049-14.9% | $3,608-4.6% |
| Admin fee / account holder | $8,437 | $5,055+66.9% | $7,491+12.6% | $5,124+64.6% |