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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 | $78,124 | $100,194-22.0% | $122,979-36.5% | $86,983-10.2% |
| Participation rate | 56.5% | 73.0%-16.4pp | 77.2%-20.7pp | 69.5%-13.0pp |
| Annual return | 16.86% | 16.47%+0.4pp | 20.12%-3.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,292 | $2,326-44.5% | $3,062-57.8% | $2,584-50.0% |
| Participant deferral / active EE | $3,929 | $4,133-4.9% | $5,003-21.5% | $4,194-6.3% |
| Admin fee / account holder | $2,370 | $10,148-76.6% | $12,864-81.6% | $7,856-69.8% |