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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 | $66,322 | $67,894-2.3% | $89,340-25.8% | $82,448-19.6% |
| Participation rate | 47.4% | 64.0%-16.7pp | 69.6%-22.2pp | 68.1%-20.7pp |
| Annual return | 18.33% | 19.21%-0.9pp | 20.57%-2.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,759 | $1,828+50.9% | $2,231+23.6% | $2,551+8.1% |
| Participant deferral / active EE | $5,205 | $3,072+69.4% | $3,823+36.1% | $4,139+25.7% |
| Admin fee / account holder | $3,687 | $5,723-35.6% | $6,704-45.0% | $7,234-49.0% |