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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 | $104,098-35.5% | $140,514-52.2% | $94,015-28.6% |
| Participation rate | 67.9% | 73.7%-5.9pp | 77.8%-9.9pp | 70.8%-3.0pp |
| Annual return | 15.77% | 15.14%+0.6pp | 14.36%+1.4pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,917 | $2,388-19.7% | $3,378-43.3% | $2,790-31.3% |
| Participant deferral / active EE | $3,209 | $4,033-20.4% | $4,919-34.8% | $4,249-24.5% |
| Admin fee / account holder | $849 | $10,439-91.9% | $13,697-93.8% | $8,951-90.5% |