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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 | $68,367 | $86,919-21.3% | $102,457-33.3% | $80,911-15.5% |
| Participation rate | 68.4% | 72.4%-4.0pp | 76.5%-8.1pp | 67.6%+0.8pp |
| Annual return | 11.08% | 18.90%-7.8pp | 29.41%-18.3pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,689 | $2,368-28.7% | $3,022-44.1% | $2,756-38.7% |
| Participant deferral / active EE | $2,967 | $4,119-28.0% | $5,054-41.3% | $4,297-31.0% |
| Admin fee / account holder | $3,991 | $8,049-50.4% | $9,451-57.8% | $6,935-42.5% |