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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 | $95,453-19.8% | $112,040-31.7% | $82,448-7.2% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.5%-15.8pp | 68.1%-7.4pp |
| Annual return | 16.82% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,789 | $2,318-22.8% | $2,954-39.4% | $2,551-29.9% |
| Participant deferral / active EE | $4,286 | $4,224+1.5% | $5,098-15.9% | $4,139+3.5% |
| Admin fee / account holder | $5,054 | $9,013-43.9% | $12,098-58.2% | $7,234-30.1% |