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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 | $76,689 | $81,504-5.9% | $102,437-25.1% | $80,959-5.3% |
| Participation rate | 59.2% | 66.9%-7.6pp | 74.5%-15.3pp | 67.7%-8.5pp |
| Annual return | 13.28% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,475 | $3,104-52.5% | $3,871-61.9% | $2,757-46.5% |
| Participant deferral / active EE | $5,874 | $3,871+51.8% | $5,060+16.1% | $4,300+36.6% |
| Admin fee / account holder | $12,003 | $6,719+78.6% | $8,388+43.1% | $6,925+73.3% |