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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 | $62,313 | $73,787-15.6% | $98,716-36.9% | $82,448-24.4% |
| Participation rate | 34.9% | 61.4%-26.5pp | 69.3%-34.4pp | 68.1%-33.2pp |
| Annual return | 15.87% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,858 | $1,511+23.0% | $2,279-18.4% | $2,551-27.1% |
| Participant deferral / active EE | $4,318 | $3,081+40.1% | $4,048+6.7% | $4,139+4.3% |
| Admin fee / account holder | $1,284 | $6,500-80.2% | $8,703-85.2% | $7,234-82.2% |