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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 | $66,539 | $74,535-10.7% | $100,712-33.9% | $82,637-19.5% |
| Participation rate | 51.4% | 61.2%-9.8pp | 69.3%-17.9pp | 68.1%-16.7pp |
| Annual return | 17.92% | 18.92%-1.0pp | 33.27%-15.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,539 | $1,503+2.4% | $2,313-33.5% | $2,552-39.7% |
| Participant deferral / active EE | $2,407 | $3,074-21.7% | $4,085-41.1% | $4,126-41.7% |
| Admin fee / account holder | $6,205 | $6,576-5.6% | $9,256-33.0% | $7,339-15.4% |