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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 | $71,861 | $88,996-19.3% | $78,004-7.9% | $138,895-48.3% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.4%-5.8pp | 79.9%-16.3pp |
| Annual return | 17.34% | 28.03%-10.7pp | 31.07%-13.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,510 | $2,917-48.2% | $2,469-38.8% | $4,194-64.0% |
| Participant deferral / active EE | $5,254 | $4,724+11.2% | $4,092+28.4% | $6,396-17.9% |
| Admin fee / account holder | $1,493 | $8,807-83.1% | $7,578-80.3% | $12,562-88.1% |