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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 | $76,196 | $107,733-29.3% | $92,985-18.1% | $154,746-50.8% |
| Participation rate | 68.2% | 74.6%-6.4pp | 69.5%-1.3pp | 80.7%-12.5pp |
| Annual return | 14.70% | 30.39%-15.7pp | 27.99%-13.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,475 | $3,126-52.8% | $2,662-44.6% | $4,379-66.3% |
| Participant deferral / active EE | $7,010 | $5,053+38.7% | $4,377+60.2% | $6,730+4.2% |
| Admin fee / account holder | $1,026 | $11,369-91.0% | $9,463-89.2% | $14,365-92.9% |