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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 | $100,194-46.0% | $122,979-56.0% | $86,983-37.8% |
| Participation rate | 67.9% | 73.0%-5.1pp | 77.2%-9.3pp | 69.5%-1.7pp |
| Annual return | 18.22% | 16.47%+1.7pp | 20.12%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,944 | $2,326-16.4% | $3,062-36.5% | $2,584-24.8% |
| Participant deferral / active EE | $3,672 | $4,133-11.2% | $5,003-26.6% | $4,194-12.4% |
| Admin fee / account holder | $3,671 | $10,148-63.8% | $12,864-71.5% | $7,856-53.3% |