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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 | $69,589 | $83,485-16.6% | $125,195-44.4% | $72,977-4.6% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.5%-11.6pp |
| Annual return | 23.80% | 25.77%-2.0pp | 43.79%-20.0pp | 81.02%-57.2pp |
| Employer contribution / active EE | $1,459 | $2,346-37.8% | $3,866-62.3% | $2,440-40.2% |
| Participant deferral / active EE | $2,518 | $3,586-29.8% | $4,937-49.0% | $3,608-30.2% |
| Admin fee / account holder | $735 | $5,518-86.7% | $9,704-92.4% | $5,124-85.7% |