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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 | $68,850 | $81,334-15.3% | $113,397-39.3% | $64,097+7.4% |
| Participation rate | 63.2% | 65.6%-2.4pp | 76.5%-13.3pp | 55.2%+8.0pp |
| Annual return | 17.94% | 32.50%-14.6pp | 23.20%-5.3pp | 34.64%-16.7pp |
| Employer contribution / active EE | $1,956 | $2,077-5.8% | $2,977-34.3% | $1,891+3.4% |
| Participant deferral / active EE | $4,221 | $3,795+11.2% | $5,076-16.9% | $3,080+37.0% |
| Admin fee / account holder | $920 | $4,208-78.1% | $11,957-92.3% | $3,454-73.4% |