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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 | $60,864 | $99,633-38.9% | $183,328-66.8% | $82,448-26.2% |
| Participation rate | 57.4% | 70.8%-13.3pp | 77.3%-19.9pp | 68.1%-10.6pp |
| Annual return | 19.12% | 17.84%+1.3pp | 29.67%-10.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,887 | $3,256-11.3% | $5,055-42.9% | $2,551+13.2% |
| Participant deferral / active EE | $3,847 | $4,938-22.1% | $6,795-43.4% | $4,139-7.1% |
| Admin fee / account holder | $2,269 | $9,934-77.2% | $21,427-89.4% | $7,234-68.6% |