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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 | $97,550-34.1% | $120,344-46.6% | $87,485-26.6% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.7%-12.4pp | 68.9%-4.6pp |
| Annual return | 12.47% | 18.41%-5.9pp | 20.30%-7.8pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,871 | $2,291-18.3% | $3,020-38.0% | $2,596-27.9% |
| Participant deferral / active EE | $3,760 | $4,230-11.1% | $5,135-26.8% | $4,274-12.0% |
| Admin fee / account holder | $5,311 | $9,543-44.3% | $12,742-58.3% | $7,775-31.7% |