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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 | $66,824 | $79,894-16.4% | $135,792-50.8% | $82,637-19.1% |
| Participation rate | 62.5% | 63.0%-0.5pp | 72.6%-10.1pp | 68.1%-5.6pp |
| Annual return | 15.72% | 17.20%-1.5pp | 25.96%-10.2pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,656 | $2,165-23.5% | $3,496-52.6% | $2,552-35.1% |
| Participant deferral / active EE | $4,370 | $3,194+36.8% | $4,759-8.2% | $4,126+5.9% |
| Admin fee / account holder | $1,824 | $6,434-71.7% | $12,266-85.1% | $7,339-75.1% |