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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 | $76,535 | $104,098-26.5% | $140,514-45.5% | $94,015-18.6% |
| Participation rate | 60.7% | 73.7%-13.1pp | 77.8%-17.1pp | 70.8%-10.2pp |
| Annual return | 16.82% | 15.14%+1.7pp | 14.36%+2.5pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,789 | $2,388-25.1% | $3,378-47.0% | $2,790-35.9% |
| Participant deferral / active EE | $4,286 | $4,033+6.3% | $4,919-12.9% | $4,249+0.9% |
| Admin fee / account holder | $5,054 | $10,439-51.6% | $13,697-63.1% | $8,951-43.5% |