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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 | $74,177 | $58,057+27.8% | $97,032-23.6% | $86,983-14.7% |
| Participation rate | 59.5% | 60.4%-0.9pp | 71.6%-12.1pp | 69.5%-10.1pp |
| Annual return | 18.58% | 22.26%-3.7pp | 35.38%-16.8pp | 25.83%-7.3pp |
| Employer contribution / active EE | $1,065 | $1,663-36.0% | $2,629-59.5% | $2,584-58.8% |
| Participant deferral / active EE | $3,114 | $3,244-4.0% | $4,672-33.3% | $4,194-25.7% |
| Admin fee / account holder | $2,022 | $4,839-58.2% | $9,418-78.5% | $7,856-74.3% |