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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 | $87,166-17.6% | $76,735-6.4% | $137,256-47.6% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.5%-5.9pp | 80.0%-16.3pp |
| Annual return | 17.34% | 26.50%-9.2pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,510 | $2,904-48.0% | $2,454-38.5% | $4,156-63.7% |
| Participant deferral / active EE | $5,254 | $4,726+11.2% | $4,088+28.5% | $6,407-18.0% |
| Admin fee / account holder | $1,493 | $8,403-82.2% | $7,189-79.2% | $12,270-87.8% |