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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 | $86,940-13.5% | $102,434-26.6% | $80,935-7.1% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.4pp | 67.7%-6.6pp |
| Annual return | 13.86% | 18.89%-5.0pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,237 | $2,370-47.8% | $3,023-59.1% | $2,757-55.1% |
| Participant deferral / active EE | $3,652 | $4,121-11.4% | $5,055-27.8% | $4,299-15.1% |
| Admin fee / account holder | $5,752 | $8,047-28.5% | $9,462-39.2% | $6,924-16.9% |