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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 | $74,994 | $86,949-13.7% | $102,460-26.8% | $80,959-7.4% |
| Participation rate | 53.7% | 72.4%-18.7pp | 76.5%-22.9pp | 67.7%-14.0pp |
| Annual return | 19.40% | 18.89%+0.5pp | 29.47%-10.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | $2,226 | $2,370-6.1% | $3,025-26.4% | $2,757-19.3% |
| Participant deferral / active EE | $3,433 | $4,121-16.7% | $5,056-32.1% | $4,300-20.2% |
| Admin fee / account holder | $4,243 | $8,048-47.3% | $9,460-55.1% | $6,925-38.7% |