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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 | $74,111 | $95,404-22.3% | $113,397-34.6% | $82,637-10.3% |
| Participation rate | 62.0% | 72.8%-10.9pp | 76.5%-14.5pp | 68.1%-6.1pp |
| Annual return | 17.16% | 19.08%-1.9pp | 23.20%-6.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,551 | $2,307-32.8% | $2,977-47.9% | $2,552-39.2% |
| Participant deferral / active EE | $3,473 | $4,220-17.7% | $5,076-31.6% | $4,126-15.8% |
| Admin fee / account holder | $3,180 | $9,168-65.3% | $11,957-73.4% | $7,339-56.7% |