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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 | $73,394 | $138,393-47.0% | $184,256-60.2% | $80,959-9.3% |
| Participation rate | 65.8% | 83.9%-18.1pp | 86.8%-21.0pp | 67.7%-1.8pp |
| Annual return | 14.21% | 20.01%-5.8pp | 28.85%-14.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,911 | $4,847-60.6% | $6,427-70.3% | $2,757-30.7% |
| Participant deferral / active EE | $4,088 | $7,076-42.2% | $9,133-55.2% | $4,300-4.9% |
| Admin fee / account holder | $6,621 | $10,489-36.9% | $13,899-52.4% | $6,925-4.4% |