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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 | $65,350 | $80,992-19.3% | $96,534-32.3% | $75,173-13.1% |
| Participation rate | 68.8% | 71.8%-3.0pp | 76.0%-7.2pp | 67.2%+1.5pp |
| Annual return | 19.68% | 27.05%-7.4pp | 25.88%-6.2pp | 160.72%-141.0pp |
| Employer contribution / active EE | $2,187 | $2,283-4.2% | $2,965-26.2% | $2,671-18.1% |
| Participant deferral / active EE | $4,108 | $3,929+4.5% | $4,851-15.3% | $4,126-0.4% |
| Admin fee / account holder | $1,758 | $6,717-73.8% | $8,253-78.7% | $5,651-68.9% |