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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 | $72,000 | $95,453-24.6% | $112,040-35.7% | $82,448-12.7% |
| Participation rate | 63.2% | 72.8%-9.5pp | 76.5%-13.3pp | 68.1%-4.8pp |
| Annual return | 15.25% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,067 | $2,318-54.0% | $2,954-63.9% | $2,551-58.2% |
| Participant deferral / active EE | $4,777 | $4,224+13.1% | $5,098-6.3% | $4,139+15.4% |
| Admin fee / account holder | $3,358 | $9,013-62.7% | $12,098-72.2% | $7,234-53.6% |