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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 | $73,360 | $100,194-26.8% | $122,979-40.3% | $86,983-15.7% |
| Participation rate | 65.4% | 73.0%-7.6pp | 77.2%-11.8pp | 69.5%-4.2pp |
| Annual return | 15.31% | 16.47%-1.2pp | 20.12%-4.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,794 | $2,326-22.9% | $3,062-41.4% | $2,584-30.6% |
| Participant deferral / active EE | $3,905 | $4,133-5.5% | $5,003-22.0% | $4,194-6.9% |
| Admin fee / account holder | $10,039 | $10,148-1.1% | $12,864-22.0% | $7,856+27.8% |