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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 | $77,574-27.6% | $108,753-48.3% | $86,983-35.4% |
| Participation rate | 58.3% | 62.3%-4.0pp | 71.1%-12.8pp | 69.5%-11.2pp |
| Annual return | 16.58% | 18.42%-1.8pp | 37.47%-20.9pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,635 | $1,611+63.6% | $2,427+8.6% | $2,584+2.0% |
| Participant deferral / active EE | $5,949 | $3,128+90.1% | $4,115+44.6% | $4,194+41.8% |
| Admin fee / account holder | $4,040 | $6,529-38.1% | $10,320-60.8% | $7,856-48.6% |