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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 | $70,734 | $95,453-25.9% | $112,040-36.9% | $82,448-14.2% |
| Participation rate | 68.3% | 72.8%-4.4pp | 76.5%-8.2pp | 68.1%+0.3pp |
| Annual return | 21.94% | 23.92%-2.0pp | 24.52%-2.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,726 | $2,318-25.5% | $2,954-41.6% | $2,551-32.3% |
| Participant deferral / active EE | $4,740 | $4,224+12.2% | $5,098-7.0% | $4,139+14.5% |
| Admin fee / account holder | $3,883 | $9,013-56.9% | $12,098-67.9% | $7,234-46.3% |