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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 | $74,940 | $115,931-35.4% | $185,441-59.6% | $86,983-13.8% |
| Participation rate | 61.5% | 73.6%-12.1pp | 80.3%-18.7pp | 69.5%-8.0pp |
| Annual return | 15.86% | 21.47%-5.6pp | 20.16%-4.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,341 | $2,937-20.3% | $4,672-49.9% | $2,584-9.4% |
| Participant deferral / active EE | $5,043 | $4,551+10.8% | $6,152-18.0% | $4,194+20.3% |
| Admin fee / account holder | $5,984 | $10,687-44.0% | $17,890-66.6% | $7,856-23.8% |