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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 | $97,550-27.5% | $120,344-41.2% | $87,485-19.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.7%-8.4pp | 68.9%-0.6pp |
| Annual return | 21.94% | 18.41%+3.5pp | 20.30%+1.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,726 | $2,291-24.6% | $3,020-42.8% | $2,596-33.5% |
| Participant deferral / active EE | $4,740 | $4,230+12.1% | $5,135-7.7% | $4,274+10.9% |
| Admin fee / account holder | $3,883 | $9,543-59.3% | $12,742-69.5% | $7,775-50.1% |