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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 | $74,535-16.4% | $100,712-38.1% | $82,637-24.6% |
| Participation rate | 34.9% | 61.2%-26.3pp | 69.3%-34.4pp | 68.1%-33.2pp |
| Annual return | 15.87% | 18.92%-3.1pp | 33.27%-17.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,858 | $1,503+23.7% | $2,313-19.6% | $2,552-27.2% |
| Participant deferral / active EE | $4,318 | $3,074+40.5% | $4,085+5.7% | $4,126+4.6% |
| Admin fee / account holder | $1,284 | $6,576-80.5% | $9,256-86.1% | $7,339-82.5% |