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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 | $77,885 | $95,453-18.4% | $112,040-30.5% | $82,448-5.5% |
| Participation rate | 58.0% | 72.8%-14.8pp | 76.5%-18.5pp | 68.1%-10.1pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,811 | $2,318-21.8% | $2,954-38.7% | $2,551-29.0% |
| Participant deferral / active EE | $3,649 | $4,224-13.6% | $5,098-28.4% | $4,139-11.8% |
| Admin fee / account holder | $2,026 | $9,013-77.5% | $12,098-83.3% | $7,234-72.0% |