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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 | $65,120 | $81,403-20.0% | $147,027-55.7% | $87,485-25.6% |
| Participation rate | 64.4% | 63.4%+1.0pp | 73.7%-9.3pp | 68.9%-4.5pp |
| Annual return | 19.37% | 16.51%+2.9pp | 20.23%-0.9pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,509 | $2,205-31.6% | $3,626-58.4% | $2,596-41.9% |
| Participant deferral / active EE | $3,147 | $3,315-5.1% | $4,933-36.2% | $4,274-26.4% |
| Admin fee / account holder | $1,671 | $6,755-75.3% | $12,223-86.3% | $7,775-78.5% |