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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 | $69,735 | $95,453-26.9% | $112,040-37.8% | $82,448-15.4% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 16.18% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,384 | $2,318-40.3% | $2,954-53.1% | $2,551-45.7% |
| Participant deferral / active EE | $3,855 | $4,224-8.7% | $5,098-24.4% | $4,139-6.9% |
| Admin fee / account holder | $1,175 | $9,013-87.0% | $12,098-90.3% | $7,234-83.8% |