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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 | $80,855-5.1% | $153,416-50.0% | $86,983-11.8% |
| Participation rate | 66.7% | 64.1%+2.5pp | 74.3%-7.7pp | 69.5%-2.9pp |
| Annual return | 14.10% | 16.18%-2.1pp | 17.84%-3.7pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,101 | $2,308-52.3% | $3,764-70.7% | $2,584-57.4% |
| Participant deferral / active EE | $2,865 | $3,333-14.0% | $4,723-39.3% | $4,194-31.7% |
| Admin fee / account holder | $2,167 | $6,908-68.6% | $13,095-83.5% | $7,856-72.4% |