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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 | $66,114 | $81,403-18.8% | $147,027-55.0% | $87,485-24.4% |
| Participation rate | 68.6% | 63.4%+5.2pp | 73.7%-5.1pp | 68.9%-0.3pp |
| Annual return | 13.17% | 16.51%-3.3pp | 20.23%-7.1pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,255 | $2,205-43.1% | $3,626-65.4% | $2,596-51.7% |
| Participant deferral / active EE | $4,013 | $3,315+21.0% | $4,933-18.6% | $4,274-6.1% |
| Admin fee / account holder | $5,343 | $6,755-20.9% | $12,223-56.3% | $7,775-31.3% |