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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 | $95,404-18.4% | $113,397-31.3% | $82,637-5.8% |
| Participation rate | 58.0% | 72.8%-14.8pp | 76.5%-18.5pp | 68.1%-10.1pp |
| Annual return | 14.88% | 19.08%-4.2pp | 23.20%-8.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,811 | $2,307-21.5% | $2,977-39.2% | $2,552-29.0% |
| Participant deferral / active EE | $3,649 | $4,220-13.5% | $5,076-28.1% | $4,126-11.6% |
| Admin fee / account holder | $2,026 | $9,168-77.9% | $11,957-83.1% | $7,339-72.4% |