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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 | $77,160 | $97,550-20.9% | $120,344-35.9% | $87,485-11.8% |
| Participation rate | 66.3% | 72.8%-6.5pp | 76.7%-10.4pp | 68.9%-2.6pp |
| Annual return | 15.43% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,842 | $2,291-19.6% | $3,020-39.0% | $2,596-29.0% |
| Participant deferral / active EE | $2,826 | $4,230-33.2% | $5,135-45.0% | $4,274-33.9% |
| Admin fee / account holder | $1,675 | $9,543-82.5% | $12,742-86.9% | $7,775-78.5% |