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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 | $70,420 | $95,404-26.2% | $113,397-37.9% | $82,637-14.8% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.3pp |
| Annual return | 13.06% | 19.08%-6.0pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,694 | $2,307-26.6% | $2,977-43.1% | $2,552-33.6% |
| Participant deferral / active EE | $3,581 | $4,220-15.1% | $5,076-29.4% | $4,126-13.2% |
| Admin fee / account holder | $1,943 | $9,168-78.8% | $11,957-83.7% | $7,339-73.5% |