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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 | $84,697 | $110,137-23.1% | $161,149-47.4% | $82,637+2.5% |
| Participation rate | 65.2% | 72.4%-7.2pp | 78.8%-13.7pp | 68.1%-2.9pp |
| Annual return | 13.49% | 20.69%-7.2pp | 21.16%-7.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,878 | $2,856-34.2% | $4,360-56.9% | $2,552-26.4% |
| Participant deferral / active EE | $4,258 | $4,575-6.9% | $6,153-30.8% | $4,126+3.2% |
| Admin fee / account holder | $3,955 | $9,467-58.2% | $15,194-74.0% | $7,339-46.1% |