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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 | $95,453-43.3% | $112,040-51.7% | $82,448-34.3% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.5%-8.6pp | 68.1%-0.2pp |
| Annual return | 18.22% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,944 | $2,318-16.1% | $2,954-34.2% | $2,551-23.8% |
| Participant deferral / active EE | $3,672 | $4,224-13.1% | $5,098-28.0% | $4,139-11.3% |
| Admin fee / account holder | $3,671 | $9,013-59.3% | $12,098-69.7% | $7,234-49.3% |