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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 | $67,129 | $97,550-31.2% | $120,344-44.2% | $87,485-23.3% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.7%-8.9pp | 68.9%-1.1pp |
| Annual return | 15.77% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,917 | $2,291-16.3% | $3,020-36.5% | $2,596-26.2% |
| Participant deferral / active EE | $3,209 | $4,230-24.1% | $5,135-37.5% | $4,274-24.9% |
| Admin fee / account holder | $849 | $9,543-91.1% | $12,742-93.3% | $7,775-89.1% |