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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 | $73,315 | $95,453-23.2% | $112,040-34.6% | $82,448-11.1% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.5%-21.7pp | 68.1%-13.2pp |
| Annual return | 24.66% | 23.92%+0.7pp | 24.52%+0.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,727 | $2,318-25.5% | $2,954-41.5% | $2,551-32.3% |
| Participant deferral / active EE | $3,737 | $4,224-11.5% | $5,098-26.7% | $4,139-9.7% |
| Admin fee / account holder | $8,299 | $9,013-7.9% | $12,098-31.4% | $7,234+14.7% |