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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 | $66,757 | $81,487-18.1% | $102,412-34.8% | $80,935-17.5% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.7%-8.4pp |
| Annual return | 13.99% | 25.60%-11.6pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,739 | $3,103-44.0% | $3,870-55.1% | $2,757-36.9% |
| Participant deferral / active EE | $2,987 | $3,871-22.8% | $5,060-41.0% | $4,299-30.5% |
| Admin fee / account holder | $3,846 | $6,717-42.7% | $8,388-54.1% | $6,924-44.5% |