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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 | $67,954 | $73,978-8.1% | $96,515-29.6% | $75,173-9.6% |
| Participation rate | 56.3% | 66.4%-10.1pp | 74.3%-18.0pp | 67.2%-10.9pp |
| Annual return | 17.12% | 26.72%-9.6pp | 35.73%-18.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,344 | $2,931-54.1% | $3,740-64.1% | $2,671-49.7% |
| Participant deferral / active EE | $4,631 | $3,660+26.5% | $4,880-5.1% | $4,126+12.2% |
| Admin fee / account holder | $7,466 | $5,219+43.1% | $6,735+10.9% | $5,651+32.1% |