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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 | $59,614 | $72,492-17.8% | $87,104-31.6% | $72,975-18.3% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.9%-33.1pp | 69.5%-25.7pp |
| Annual return | 22.83% | 24.46%-1.6pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,520 | $1,894-19.7% | $2,521-39.7% | $2,440-37.7% |
| Participant deferral / active EE | $4,718 | $3,270+44.3% | $4,048+16.5% | $3,608+30.8% |
| Admin fee / account holder | $5,329 | $5,055+5.4% | $7,491-28.9% | $5,124+4.0% |