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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 | $95,453-29.7% | $112,040-40.1% | $82,448-18.6% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.5%-8.6pp | 68.1%-0.2pp |
| Annual return | 15.77% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,917 | $2,318-17.3% | $2,954-35.1% | $2,551-24.8% |
| Participant deferral / active EE | $3,209 | $4,224-24.0% | $5,098-37.0% | $4,139-22.5% |
| Admin fee / account holder | $849 | $9,013-90.6% | $12,098-93.0% | $7,234-88.3% |