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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 | $71,325 | $70,475+1.2% | $100,530-29.1% | $79,858-10.7% |
| Participation rate | 67.3% | 73.7%-6.3pp | 79.4%-12.1pp | 69.6%-2.3pp |
| Annual return | 14.72% | 21.90%-7.2pp | 30.89%-16.2pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,535 | $2,165-29.1% | $3,418-55.1% | $2,471-37.9% |
| Participant deferral / active EE | $4,542 | $5,181-12.3% | $6,271-27.6% | $3,740+21.4% |
| Admin fee / account holder | $1,212 | $4,478-72.9% | $8,083-85.0% | $5,306-77.2% |