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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 | $100,194-34.3% | $122,979-46.5% | $86,983-24.3% |
| Participation rate | 64.1% | 73.0%-8.8pp | 77.2%-13.1pp | 69.5%-5.4pp |
| Annual return | 17.50% | 16.47%+1.0pp | 20.12%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,410 | $2,326-39.4% | $3,062-54.0% | $2,584-45.4% |
| Participant deferral / active EE | $3,824 | $4,133-7.5% | $5,003-23.6% | $4,194-8.8% |
| Admin fee / account holder | $1,802 | $10,148-82.2% | $12,864-86.0% | $7,856-77.1% |