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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 | $72,328 | $77,814-7.1% | $158,223-54.3% | $86,983-16.8% |
| Participation rate | 61.5% | 68.4%-6.9pp | 79.2%-17.7pp | 69.5%-8.0pp |
| Annual return | 22.42% | 30.54%-8.1pp | 52.09%-29.7pp | 25.83%-3.4pp |
| Employer contribution / active EE | $1,953 | $2,592-24.7% | $4,109-52.5% | $2,584-24.4% |
| Participant deferral / active EE | $3,584 | $3,270+9.6% | $5,467-34.4% | $4,194-14.5% |
| Admin fee / account holder | $1,311 | $5,879-77.7% | $16,047-91.8% | $7,856-83.3% |