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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 | $73,624 | $86,949-15.3% | $102,460-28.1% | $80,959-9.1% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.7%-2.5pp |
| Annual return | 19.38% | 18.89%+0.5pp | 29.47%-10.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | $2,256 | $2,370-4.8% | $3,025-25.4% | $2,757-18.2% |
| Participant deferral / active EE | $6,373 | $4,121+54.6% | $5,056+26.0% | $4,300+48.2% |
| Admin fee / account holder | $1,545 | $8,048-80.8% | $9,460-83.7% | $6,925-77.7% |