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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 | $65,851 | $95,404-31.0% | $113,397-41.9% | $82,637-20.3% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.5%-12.4pp | 68.1%-3.9pp |
| Annual return | 17.50% | 19.08%-1.6pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,410 | $2,307-38.9% | $2,977-52.6% | $2,552-44.8% |
| Participant deferral / active EE | $3,824 | $4,220-9.4% | $5,076-24.7% | $4,126-7.3% |
| Admin fee / account holder | $1,802 | $9,168-80.3% | $11,957-84.9% | $7,339-75.4% |