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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 | $74,536 | $77,896-4.3% | $134,172-44.4% | $82,448-9.6% |
| Participation rate | 57.1% | 62.8%-5.6pp | 72.5%-15.3pp | 68.1%-10.9pp |
| Annual return | 13.62% | 18.21%-4.6pp | 25.30%-11.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,849 | $2,159-14.4% | $3,420-45.9% | $2,551-27.5% |
| Participant deferral / active EE | $2,911 | $3,162-7.9% | $4,690-37.9% | $4,139-29.7% |
| Admin fee / account holder | $781 | $6,336-87.7% | $12,016-93.5% | $7,234-89.2% |