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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 | $63,122 | $95,453-33.9% | $112,040-43.7% | $82,448-23.4% |
| Participation rate | 68.4% | 72.8%-4.3pp | 76.5%-8.1pp | 68.1%+0.4pp |
| Annual return | 23.80% | 23.92%-0.1pp | 24.52%-0.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,853 | $2,318-20.0% | $2,954-37.3% | $2,551-27.3% |
| Participant deferral / active EE | $4,013 | $4,224-5.0% | $5,098-21.3% | $4,139-3.0% |
| Admin fee / account holder | $365 | $9,013-95.9% | $12,098-97.0% | $7,234-95.0% |