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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 | $67,796 | $114,712-40.9% | $173,730-61.0% | $87,485-22.5% |
| Participation rate | 59.1% | 73.0%-13.9pp | 79.6%-20.5pp | 68.9%-9.8pp |
| Annual return | 20.78% | 20.18%+0.6pp | 19.96%+0.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $2,019 | $2,904-30.5% | $4,577-55.9% | $2,596-22.2% |
| Participant deferral / active EE | $5,736 | $4,642+23.6% | $6,326-9.3% | $4,274+34.2% |
| Admin fee / account holder | $2,957 | $10,210-71.0% | $17,523-83.1% | $7,775-62.0% |