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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 | $58,687 | $70,486-16.7% | $100,528-41.6% | $79,852-26.5% |
| Participation rate | 68.8% | 73.6%-4.9pp | 79.4%-10.7pp | 69.6%-0.9pp |
| Annual return | 15.49% | 21.90%-6.4pp | 30.90%-15.4pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,162 | $2,165+46.1% | $3,419-7.5% | $2,471+27.9% |
| Participant deferral / active EE | $5,281 | $5,182+1.9% | $6,271-15.8% | $3,740+41.2% |
| Admin fee / account holder | $606 | $4,480-86.5% | $8,084-92.5% | $5,306-88.6% |