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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 | $66,554 | $76,834-13.4% | $108,359-38.6% | $87,485-23.9% |
| Participation rate | 59.6% | 61.7%-2.1pp | 70.1%-10.5pp | 68.9%-9.3pp |
| Annual return | 17.82% | 19.09%-1.3pp | 36.89%-19.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,264 | $1,556-18.8% | $2,399-47.3% | $2,596-51.3% |
| Participant deferral / active EE | $3,588 | $3,100+15.7% | $4,137-13.3% | $4,274-16.1% |
| Admin fee / account holder | $8,990 | $6,537+37.5% | $9,741-7.7% | $7,775+15.6% |