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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 | $70,694 | $73,787-4.2% | $98,716-28.4% | $82,448-14.3% |
| Participation rate | 54.2% | 61.4%-7.2pp | 69.3%-15.1pp | 68.1%-13.9pp |
| Annual return | 23.47% | 18.57%+4.9pp | 31.81%-8.3pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,172 | $1,511-22.4% | $2,279-48.6% | $2,551-54.1% |
| Participant deferral / active EE | $3,521 | $3,081+14.3% | $4,048-13.0% | $4,139-14.9% |
| Admin fee / account holder | $11,140 | $6,500+71.4% | $8,703+28.0% | $7,234+54.0% |