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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 | $71,248 | $77,896-8.5% | $134,172-46.9% | $82,448-13.6% |
| Participation rate | 61.4% | 62.8%-1.4pp | 72.5%-11.1pp | 68.1%-6.7pp |
| Annual return | 14.45% | 18.21%-3.8pp | 25.30%-10.8pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,183 | $2,159-45.2% | $3,420-65.4% | $2,551-53.6% |
| Participant deferral / active EE | $3,333 | $3,162+5.4% | $4,690-28.9% | $4,139-19.5% |
| Admin fee / account holder | $4,552 | $6,336-28.2% | $12,016-62.1% | $7,234-37.1% |