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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 | $58,683 | $86,938-32.5% | $102,423-42.7% | $80,925-27.5% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.7%+0.9pp |
| Annual return | 13.43% | 18.89%-5.5pp | 29.42%-16.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,514 | $2,369-36.1% | $3,023-49.9% | $2,756-45.1% |
| Participant deferral / active EE | $4,203 | $4,120+2.0% | $5,054-16.8% | $4,299-2.2% |
| Admin fee / account holder | $3,811 | $8,053-52.7% | $9,455-59.7% | $6,940-45.1% |