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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 | $71,731 | $77,472-7.4% | $100,415-28.6% | $80,959-11.4% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.9pp | 67.7%-1.0pp |
| Annual return | 22.28% | 37.26%-15.0pp | 49.47%-27.2pp | 35.67%-13.4pp |
| Employer contribution / active EE | $2,234 | $2,800-20.2% | $3,943-43.3% | $2,757-19.0% |
| Participant deferral / active EE | $5,681 | $6,818-16.7% | $8,091-29.8% | $4,300+32.1% |
| Admin fee / account holder | $2,256 | $5,885-61.7% | $7,906-71.5% | $6,925-67.4% |