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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 | $71,399 | $81,446-12.3% | $103,374-30.9% | $80,874-11.7% |
| Participation rate | 29.4% | 66.9%-37.4pp | 74.5%-45.1pp | 67.6%-38.2pp |
| Annual return | 12.90% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,400 | $3,107+9.4% | $3,869-12.1% | $2,756+23.4% |
| Participant deferral / active EE | $5,616 | $3,870+45.1% | $5,058+11.0% | $4,297+30.7% |
| Admin fee / account holder | $5,241 | $6,715-21.9% | $8,394-37.6% | $6,935-24.4% |