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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 | $72,096 | $108,825-33.8% | $156,181-53.8% | $82,448-12.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 12.87% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,064 | $2,870-62.9% | $4,294-75.2% | $2,551-58.3% |
| Participant deferral / active EE | $4,472 | $4,577-2.3% | $6,132-27.1% | $4,139+8.0% |
| Admin fee / account holder | $1,759 | $9,341-81.2% | $14,586-87.9% | $7,234-75.7% |