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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 | $57,574 | $64,909-11.3% | $82,313-30.1% | $62,293-7.6% |
| Participation rate | 62.7% | 74.9%-12.1pp | 76.9%-14.2pp | 69.5%-6.8pp |
| Annual return | 18.54% | 21.18%-2.6pp | 25.88%-7.3pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,036 | $1,676+21.5% | $2,428-16.2% | $2,042-0.3% |
| Participant deferral / active EE | $3,979 | $3,103+28.2% | $3,706+7.4% | $3,169+25.6% |
| Admin fee / account holder | $1,200 | $440+173.0% | $5,608-78.6% | $479+150.3% |