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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 | $64,745 | $72,492-10.7% | $87,104-25.7% | $72,975-11.3% |
| Participation rate | 65.1% | 72.8%-7.7pp | 76.9%-11.8pp | 69.5%-4.4pp |
| Annual return | 19.25% | 24.46%-5.2pp | 28.19%-8.9pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,099 | $1,894-42.0% | $2,521-56.4% | $2,440-55.0% |
| Participant deferral / active EE | $4,086 | $3,270+25.0% | $4,048+0.9% | $3,608+13.3% |
| Admin fee / account holder | $898 | $5,055-82.2% | $7,491-88.0% | $5,124-82.5% |