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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 | $70,592 | $81,446-13.3% | $103,374-31.7% | $80,874-12.7% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 16.82% | 25.57%-8.8pp | 24.89%-8.1pp | 35.62%-18.8pp |
| Employer contribution / active EE | $1,362 | $3,107-56.2% | $3,869-64.8% | $2,756-50.6% |
| Participant deferral / active EE | $3,160 | $3,870-18.4% | $5,058-37.5% | $4,297-26.5% |
| Admin fee / account holder | $5,276 | $6,715-21.4% | $8,394-37.1% | $6,935-23.9% |