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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 | $81,476-18.9% | $102,383-35.5% | $80,925-18.4% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.7%-3.0pp |
| Annual return | 14.18% | 25.59%-11.4pp | 24.94%-10.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,405 | $3,105-54.8% | $3,870-63.7% | $2,756-49.0% |
| Participant deferral / active EE | $3,438 | $3,871-11.2% | $5,060-32.1% | $4,299-20.0% |
| Admin fee / account holder | $4,509 | $6,717-32.9% | $8,391-46.3% | $6,940-35.0% |