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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 | $79,363 | $95,404-16.8% | $113,397-30.0% | $82,637-4.0% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.5%-13.3pp | 68.1%-4.8pp |
| Annual return | 13.78% | 19.08%-5.3pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,898 | $2,307-17.7% | $2,977-36.3% | $2,552-25.6% |
| Participant deferral / active EE | $4,707 | $4,220+11.6% | $5,076-7.3% | $4,126+14.1% |
| Admin fee / account holder | $8,362 | $9,168-8.8% | $11,957-30.1% | $7,339+13.9% |