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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 | $66,307 | $86,940-23.7% | $102,434-35.3% | $80,935-18.1% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.7%-2.4pp |
| Annual return | 12.61% | 18.89%-6.3pp | 29.46%-16.8pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,872 | $2,370-21.0% | $3,023-38.1% | $2,757-32.1% |
| Participant deferral / active EE | $4,286 | $4,121+4.0% | $5,055-15.2% | $4,299-0.3% |
| Admin fee / account holder | $1,031 | $8,047-87.2% | $9,462-89.1% | $6,924-85.1% |