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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 | $114,712-37.2% | $173,730-58.5% | $87,485-17.6% |
| Participation rate | 66.7% | 73.0%-6.3pp | 79.6%-12.9pp | 68.9%-2.3pp |
| Annual return | 12.87% | 20.18%-7.3pp | 19.96%-7.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,064 | $2,904-63.4% | $4,577-76.8% | $2,596-59.0% |
| Participant deferral / active EE | $4,472 | $4,642-3.7% | $6,326-29.3% | $4,274+4.6% |
| Admin fee / account holder | $1,759 | $10,210-82.8% | $17,523-90.0% | $7,775-77.4% |