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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 | $76,730 | $86,949-11.8% | $102,460-25.1% | $80,959-5.2% |
| Participation rate | 69.9% | 72.4%-2.5pp | 76.5%-6.6pp | 67.7%+2.2pp |
| Annual return | 15.84% | 18.89%-3.1pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,056 | $2,370-55.4% | $3,025-65.1% | $2,757-61.7% |
| Participant deferral / active EE | $2,784 | $4,121-32.4% | $5,056-44.9% | $4,300-35.3% |
| Admin fee / account holder | $4,900 | $8,048-39.1% | $9,460-48.2% | $6,925-29.2% |