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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 | $56,936 | $69,444-18.0% | $92,985-38.8% | $87,485-34.9% |
| Participation rate | 60.5% | 63.3%-2.8pp | 69.5%-9.0pp | 68.9%-8.5pp |
| Annual return | 17.14% | 23.85%-6.7pp | 27.99%-10.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,421 | $1,917+26.3% | $2,662-9.1% | $2,596-6.8% |
| Participant deferral / active EE | $5,305 | $3,364+57.7% | $4,377+21.2% | $4,274+24.1% |
| Admin fee / account holder | $5,069 | $6,137-17.4% | $9,463-46.4% | $7,775-34.8% |