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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 | $73,987 | $81,487-9.2% | $102,412-27.8% | $80,935-8.6% |
| Participation rate | 63.9% | 66.8%-3.0pp | 74.5%-10.6pp | 67.7%-3.8pp |
| Annual return | 11.19% | 25.60%-14.4pp | 24.94%-13.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,926 | $3,103-37.9% | $3,870-50.2% | $2,757-30.1% |
| Participant deferral / active EE | $2,346 | $3,871-39.4% | $5,060-53.6% | $4,299-45.4% |
| Admin fee / account holder | $1,744 | $6,717-74.0% | $8,388-79.2% | $6,924-74.8% |