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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 | $66,064 | $81,446-18.9% | $103,374-36.1% | $80,874-18.3% |
| Participation rate | 64.7% | 66.9%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 14.18% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,405 | $3,107-54.8% | $3,869-63.7% | $2,756-49.0% |
| Participant deferral / active EE | $3,438 | $3,870-11.2% | $5,058-32.0% | $4,297-20.0% |
| Admin fee / account holder | $4,509 | $6,715-32.9% | $8,394-46.3% | $6,935-35.0% |