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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 | $64,249 | $95,453-32.7% | $112,040-42.7% | $82,448-22.1% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 12.47% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,871 | $2,318-19.3% | $2,954-36.7% | $2,551-26.7% |
| Participant deferral / active EE | $3,760 | $4,224-11.0% | $5,098-26.2% | $4,139-9.2% |
| Admin fee / account holder | $5,311 | $9,013-41.1% | $12,098-56.1% | $7,234-26.6% |