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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 | $74,745 | $92,573-19.3% | $85,946-13.0% | $86,983-14.1% |
| Participation rate | 66.7% | 70.5%-3.8pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 14.64% | 15.50%-0.9pp | 31.33%-16.7pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,841 | $4,254-56.7% | $4,539-59.4% | $2,584-28.8% |
| Participant deferral / active EE | $4,733 | $3,999+18.4% | $5,465-13.4% | $4,194+12.9% |
| Admin fee / account holder | $451 | $7,308-93.8% | $11,250-96.0% | $7,856-94.3% |