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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 | $66,514 | $81,504-18.4% | $102,437-35.1% | $80,959-17.8% |
| Participation rate | 65.9% | 66.9%-0.9pp | 74.5%-8.6pp | 67.7%-1.8pp |
| Annual return | 11.41% | 25.60%-14.2pp | 24.95%-13.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,292 | $3,104-58.4% | $3,871-66.6% | $2,757-53.2% |
| Participant deferral / active EE | $3,838 | $3,871-0.9% | $5,060-24.2% | $4,300-10.8% |
| Admin fee / account holder | $821 | $6,719-87.8% | $8,388-90.2% | $6,925-88.1% |