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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 | $76,755 | $87,180-12.0% | $173,703-55.8% | $94,015-18.4% |
| Participation rate | 66.7% | 65.6%+1.1pp | 75.9%-9.2pp | 70.8%-4.2pp |
| Annual return | 14.10% | 14.17%-0.1pp | 17.46%-3.4pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,101 | $2,494-55.9% | $4,288-74.3% | $2,790-60.5% |
| Participant deferral / active EE | $2,865 | $3,343-14.3% | $4,854-41.0% | $4,249-32.6% |
| Admin fee / account holder | $2,167 | $7,506-71.1% | $15,562-86.1% | $8,951-75.8% |