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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 | $49,158 | $56,544-13.1% | $75,501-34.9% | $70,126-29.9% |
| Participation rate | 65.4% | 68.1%-2.7pp | 72.4%-7.0pp | 69.5%-4.2pp |
| Annual return | 13.30% | 23.59%-10.3pp | 27.35%-14.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,569 | $1,817-13.7% | $2,352-33.3% | $2,343-33.0% |
| Participant deferral / active EE | $2,573 | $2,580-0.3% | $3,142-18.1% | $3,332-22.8% |
| Admin fee / account holder | $1,651 | $3,827-56.8% | $5,801-71.5% | $4,645-64.5% |