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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 | $60,071 | $86,949-30.9% | $102,460-41.4% | $80,959-25.8% |
| Participation rate | 61.5% | 72.4%-10.9pp | 76.5%-15.1pp | 67.7%-6.2pp |
| Annual return | 13.20% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,796 | $2,370-24.2% | $3,025-40.6% | $2,757-34.8% |
| Participant deferral / active EE | $4,245 | $4,121+3.0% | $5,056-16.0% | $4,300-1.3% |
| Admin fee / account holder | $2,669 | $8,048-66.8% | $9,460-71.8% | $6,925-61.5% |