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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 | $77,460-7.4% | $100,378-28.5% | $80,925-11.4% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.7%-1.0pp |
| Annual return | 22.28% | 37.24%-15.0pp | 49.41%-27.1pp | 35.65%-13.4pp |
| Employer contribution / active EE | $2,234 | $2,801-20.3% | $3,942-43.3% | $2,756-19.0% |
| Participant deferral / active EE | $5,681 | $6,818-16.7% | $8,087-29.7% | $4,299+32.2% |
| Admin fee / account holder | $2,256 | $5,887-61.7% | $7,899-71.4% | $6,940-67.5% |