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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 | $71,584 | $86,940-17.7% | $102,434-30.1% | $80,935-11.6% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,755 | $2,370-25.9% | $3,023-41.9% | $2,757-36.3% |
| Participant deferral / active EE | $2,584 | $4,121-37.3% | $5,055-48.9% | $4,299-39.9% |
| Admin fee / account holder | $9,609 | $8,047+19.4% | $9,462+1.6% | $6,924+38.8% |