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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 | $55,428 | $72,471-23.5% | $94,215-41.2% | $86,983-36.3% |
| Participation rate | 63.8% | 63.9%0pp | 70.0%-6.1pp | 69.5%-5.7pp |
| Annual return | 16.96% | 26.44%-9.5pp | 28.22%-11.3pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,005 | $1,936+3.6% | $2,675-25.0% | $2,584-22.4% |
| Participant deferral / active EE | $4,712 | $3,397+38.7% | $4,276+10.2% | $4,194+12.4% |
| Admin fee / account holder | $4,342 | $6,468-32.9% | $10,216-57.5% | $7,856-44.7% |