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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 | $64,517 | $77,962-17.2% | $178,540-63.9% | $80,935-20.3% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.7%-3.4pp |
| Annual return | 20.35% | 18.10%+2.3pp | 27.15%-6.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $2,089 | $2,280-8.4% | $3,953-47.2% | $2,757-24.2% |
| Participant deferral / active EE | $8,493 | $4,404+92.8% | $6,281+35.2% | $4,299+97.5% |
| Admin fee / account holder | $15,540 | $7,156+117.2% | $10,424+49.1% | $6,924+124.4% |