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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 | $64,296 | $81,504-21.1% | $102,437-37.2% | $80,959-20.6% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 12.23% | 25.60%-13.4pp | 24.95%-12.7pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,335 | $3,104-57.0% | $3,871-65.5% | $2,757-51.6% |
| Participant deferral / active EE | $2,975 | $3,871-23.1% | $5,060-41.2% | $4,300-30.8% |
| Admin fee / account holder | $5,344 | $6,719-20.5% | $8,388-36.3% | $6,925-22.8% |