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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 | $70,475 | $86,938-18.9% | $102,423-31.2% | $80,925-12.9% |
| Participation rate | 58.4% | 72.4%-13.9pp | 76.5%-18.1pp | 67.7%-9.2pp |
| Annual return | 14.59% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,604 | $2,369-32.3% | $3,023-46.9% | $2,756-41.8% |
| Participant deferral / active EE | $4,032 | $4,120-2.1% | $5,054-20.2% | $4,299-6.2% |
| Admin fee / account holder | $5,442 | $8,053-32.4% | $9,455-42.4% | $6,940-21.6% |