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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 | $71,319 | $81,403-12.4% | $147,027-51.5% | $87,485-18.5% |
| Participation rate | 58.9% | 63.4%-4.5pp | 73.7%-14.8pp | 68.9%-10.0pp |
| Annual return | 11.74% | 16.51%-4.8pp | 20.23%-8.5pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,409 | $2,205-36.1% | $3,626-61.1% | $2,596-45.7% |
| Participant deferral / active EE | $4,989 | $3,315+50.5% | $4,933+1.1% | $4,274+16.7% |
| Admin fee / account holder | $34,962 | $6,755+417.6% | $12,223+186.0% | $7,775+349.7% |