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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 | $56,767 | $72,269-21.5% | $101,271-43.9% | $79,852-28.9% |
| Participation rate | 67.5% | 68.5%-1.0pp | 75.8%-8.3pp | 69.6%-2.1pp |
| Annual return | 27.17% | 22.29%+4.9pp | 46.48%-19.3pp | 31.72%-4.6pp |
| Employer contribution / active EE | $1,989 | $2,692-26.1% | $3,660-45.7% | $2,471-19.5% |
| Participant deferral / active EE | $4,749 | $3,282+44.7% | $4,371+8.7% | $3,740+27.0% |
| Admin fee / account holder | $1,740 | $4,401-60.5% | $5,948-70.7% | $5,306-67.2% |