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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 | $66,366 | $109,620-39.5% | $148,496-55.3% | $94,015-29.4% |
| Participation rate | 69.1% | 71.3%-2.1pp | 76.0%-6.9pp | 70.8%-1.7pp |
| Annual return | 11.29% | 17.54%-6.2pp | 12.33%-1.0pp | 17.84%-6.6pp |
| Employer contribution / active EE | $1,084 | $2,618-58.6% | $3,497-69.0% | $2,790-61.1% |
| Participant deferral / active EE | $2,902 | $3,831-24.3% | $4,808-39.7% | $4,249-31.7% |
| Admin fee / account holder | $8,130 | $10,050-19.1% | $19,547-58.4% | $8,951-9.2% |