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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 | $87,180-25.3% | $173,703-62.5% | $94,015-30.7% |
| Participation rate | 64.4% | 65.6%-1.2pp | 75.9%-11.5pp | 70.8%-6.4pp |
| Annual return | 19.37% | 14.17%+5.2pp | 17.46%+1.9pp | 17.84%+1.5pp |
| Employer contribution / active EE | $1,509 | $2,494-39.5% | $4,288-64.8% | $2,790-45.9% |
| Participant deferral / active EE | $3,147 | $3,343-5.8% | $4,854-35.2% | $4,249-25.9% |
| Admin fee / account holder | $1,671 | $7,506-77.7% | $15,562-89.3% | $8,951-81.3% |