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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 | $54,138 | $97,550-44.5% | $120,344-55.0% | $87,485-38.1% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.7%-8.9pp | 68.9%-1.1pp |
| Annual return | 18.22% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,944 | $2,291-15.1% | $3,020-35.6% | $2,596-25.1% |
| Participant deferral / active EE | $3,672 | $4,230-13.2% | $5,135-28.5% | $4,274-14.1% |
| Admin fee / account holder | $3,671 | $9,543-61.5% | $12,742-71.2% | $7,775-52.8% |