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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 | $104,098-48.0% | $140,514-61.5% | $94,015-42.4% |
| Participation rate | 67.9% | 73.7%-5.9pp | 77.8%-9.9pp | 70.8%-3.0pp |
| Annual return | 18.22% | 15.14%+3.1pp | 14.36%+3.9pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,944 | $2,388-18.6% | $3,378-42.5% | $2,790-30.3% |
| Participant deferral / active EE | $3,672 | $4,033-9.0% | $4,919-25.3% | $4,249-13.6% |
| Admin fee / account holder | $3,671 | $10,439-64.8% | $13,697-73.2% | $8,951-59.0% |