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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 | $74,882 | $86,940-13.9% | $102,434-26.9% | $80,935-7.5% |
| Participation rate | 62.7% | 72.4%-9.6pp | 76.5%-13.8pp | 67.7%-4.9pp |
| Annual return | 12.51% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,995 | $2,370-15.8% | $3,023-34.0% | $2,757-27.6% |
| Participant deferral / active EE | $4,298 | $4,121+4.3% | $5,055-15.0% | $4,2990% |
| Admin fee / account holder | $4,653 | $8,047-42.2% | $9,462-50.8% | $6,924-32.8% |