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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 | $76,834-26.9% | $108,359-48.2% | $87,485-35.8% |
| Participation rate | 58.3% | 61.7%-3.4pp | 70.1%-11.8pp | 68.9%-10.6pp |
| Annual return | 16.58% | 19.09%-2.5pp | 36.89%-20.3pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,635 | $1,556+69.3% | $2,399+9.8% | $2,596+1.5% |
| Participant deferral / active EE | $5,949 | $3,100+91.9% | $4,137+43.8% | $4,274+39.2% |
| Admin fee / account holder | $4,040 | $6,537-38.2% | $9,741-58.5% | $7,775-48.0% |