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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 | $78,355 | $95,404-17.9% | $113,397-30.9% | $82,637-5.2% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 14.83% | 19.08%-4.2pp | 23.20%-8.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $861 | $2,307-62.7% | $2,977-71.1% | $2,552-66.3% |
| Participant deferral / active EE | $4,973 | $4,220+17.9% | $5,076-2.0% | $4,126+20.5% |
| Admin fee / account holder | $671 | $9,168-92.7% | $11,957-94.4% | $7,339-90.9% |