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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 | $73,778 | $106,749-30.9% | $145,433-49.3% | $82,448-10.5% |
| Participation rate | 64.5% | 75.6%-11.1pp | 82.1%-17.6pp | 68.1%-3.6pp |
| Annual return | 19.12% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,418 | $3,444-29.8% | $4,554-46.9% | $2,551-5.2% |
| Participant deferral / active EE | $5,130 | $6,519-21.3% | $7,897-35.0% | $4,139+23.9% |
| Admin fee / account holder | $475 | $8,390-94.3% | $13,129-96.4% | $7,234-93.4% |