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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 | $55,878 | $76,371-26.8% | $93,621-40.3% | $72,976-23.4% |
| Participation rate | 68.4% | 71.8%-3.4pp | 75.8%-7.5pp | 69.5%-1.1pp |
| Annual return | 21.74% | 25.82%-4.1pp | 32.76%-11.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,623 | $2,276-28.7% | $2,719-40.3% | $2,440-33.5% |
| Participant deferral / active EE | $3,274 | $3,538-7.5% | $4,070-19.5% | $3,608-9.2% |
| Admin fee / account holder | $9,749 | $6,839+42.5% | $7,890+23.6% | $5,124+90.2% |