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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 | $75,210 | $86,919-13.5% | $102,457-26.6% | $80,911-7.0% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.6%-6.5pp |
| Annual return | 13.86% | 18.90%-5.0pp | 29.41%-15.5pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,237 | $2,368-47.8% | $3,022-59.1% | $2,756-55.1% |
| Participant deferral / active EE | $3,652 | $4,119-11.3% | $5,054-27.7% | $4,297-15.0% |
| Admin fee / account holder | $5,752 | $8,049-28.5% | $9,451-39.1% | $6,935-17.1% |