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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 | $74,891 | $84,953-11.8% | $163,379-54.2% | $82,637-9.4% |
| Participation rate | 58.3% | 65.9%-7.6pp | 76.8%-18.5pp | 68.1%-9.7pp |
| Annual return | 18.61% | 23.07%-4.5pp | 63.41%-44.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,265 | $2,183-42.0% | $3,752-66.3% | $2,552-50.4% |
| Participant deferral / active EE | $4,474 | $4,326+3.4% | $6,282-28.8% | $4,126+8.4% |
| Admin fee / account holder | $2,771 | $7,921-65.0% | $9,818-71.8% | $7,339-62.2% |