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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 | $71,187 | $97,550-27.0% | $120,344-40.8% | $87,485-18.6% |
| Participation rate | 64.6% | 72.8%-8.3pp | 76.7%-12.2pp | 68.9%-4.4pp |
| Annual return | 14.26% | 18.41%-4.2pp | 20.30%-6.0pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,980 | $2,291-13.6% | $3,020-34.4% | $2,596-23.7% |
| Participant deferral / active EE | $3,016 | $4,230-28.7% | $5,135-41.3% | $4,274-29.4% |
| Admin fee / account holder | $735 | $9,543-92.3% | $12,742-94.2% | $7,775-90.5% |