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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 | $62,454 | $67,602-7.6% | $82,312-24.1% | $70,126-10.9% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 16.88% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $769 | $1,755-56.2% | $2,428-68.3% | $2,343-67.2% |
| Participant deferral / active EE | $3,689 | $2,987+23.5% | $3,706-0.5% | $3,332+10.7% |
| Admin fee / account holder | $2,045 | $4,512-54.7% | $5,608-63.5% | $4,645-56.0% |