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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 | $77,763 | $86,949-10.6% | $102,460-24.1% | $80,959-3.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 12.34% | 18.89%-6.6pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,150 | $2,370-51.5% | $3,025-62.0% | $2,757-58.3% |
| Participant deferral / active EE | $7,371 | $4,121+78.9% | $5,056+45.8% | $4,300+71.4% |
| Admin fee / account holder | $4,025 | $8,048-50.0% | $9,460-57.5% | $6,925-41.9% |