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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 | $56,179 | $73,787-23.9% | $98,716-43.1% | $82,448-31.9% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.3%-11.0pp | 68.1%-9.7pp |
| Annual return | 16.58% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,635 | $1,511+74.4% | $2,279+15.7% | $2,551+3.3% |
| Participant deferral / active EE | $5,949 | $3,081+93.0% | $4,048+47.0% | $4,139+43.7% |
| Admin fee / account holder | $4,040 | $6,500-37.8% | $8,703-53.6% | $7,234-44.2% |