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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 | $50,864 | $81,504-37.6% | $102,437-50.3% | $80,959-37.2% |
| Participation rate | 65.7% | 66.9%-1.2pp | 74.5%-8.8pp | 67.7%-2.0pp |
| Annual return | 15.48% | 25.60%-10.1pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,109 | $3,104-32.0% | $3,871-45.5% | $2,757-23.5% |
| Participant deferral / active EE | $4,049 | $3,871+4.6% | $5,060-20.0% | $4,300-5.9% |
| Admin fee / account holder | $2,837 | $6,719-57.8% | $8,388-66.2% | $6,925-59.0% |