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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 | $62,230 | $81,331-23.5% | $155,534-60.0% | $80,935-23.1% |
| Participation rate | 63.6% | 66.3%-2.6pp | 78.2%-14.6pp | 67.7%-4.0pp |
| Annual return | 17.45% | 33.37%-15.9pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $2,211 | $3,105-28.8% | $4,675-52.7% | $2,757-19.8% |
| Participant deferral / active EE | $4,029 | $3,454+16.6% | $5,630-28.4% | $4,299-6.3% |
| Admin fee / account holder | $3,804 | $7,999-52.4% | $15,900-76.1% | $6,924-45.1% |