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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 | $84,998 | $86,949-2.2% | $102,460-17.0% | $80,959+5.0% |
| Participation rate | 68.1% | 72.4%-4.3pp | 76.5%-8.4pp | 67.7%+0.4pp |
| Annual return | 12.83% | 18.89%-6.1pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,242 | $2,370-47.6% | $3,025-58.9% | $2,757-54.9% |
| Participant deferral / active EE | $3,165 | $4,121-23.2% | $5,056-37.4% | $4,300-26.4% |
| Admin fee / account holder | $3,084 | $8,048-61.7% | $9,460-67.4% | $6,925-55.5% |