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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 | $63,197 | $97,550-35.2% | $120,344-47.5% | $87,485-27.8% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.7%-11.2pp | 68.9%-3.4pp |
| Annual return | 22.23% | 18.41%+3.8pp | 20.30%+1.9pp | 26.06%-3.8pp |
| Employer contribution / active EE | $921 | $2,291-59.8% | $3,020-69.5% | $2,596-64.5% |
| Participant deferral / active EE | $4,219 | $4,230-0.2% | $5,135-17.8% | $4,274-1.3% |
| Admin fee / account holder | $5,048 | $9,543-47.1% | $12,742-60.4% | $7,775-35.1% |