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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 | $68,081 | $72,269-5.8% | $101,271-32.8% | $79,852-14.7% |
| Participation rate | 58.0% | 68.5%-10.5pp | 75.8%-17.8pp | 69.6%-11.7pp |
| Annual return | 14.16% | 22.29%-8.1pp | 46.48%-32.3pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,967 | $2,692-26.9% | $3,660-46.3% | $2,471-20.4% |
| Participant deferral / active EE | $3,694 | $3,282+12.6% | $4,371-15.5% | $3,740-1.2% |
| Admin fee / account holder | $4,753 | $4,401+8.0% | $5,948-20.1% | $5,306-10.4% |