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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 | $59,935 | $72,471-17.3% | $94,215-36.4% | $86,983-31.1% |
| Participation rate | 54.8% | 63.9%-9.0pp | 70.0%-15.1pp | 69.5%-14.7pp |
| Annual return | 13.51% | 26.44%-12.9pp | 28.22%-14.7pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,927 | $1,936-0.5% | $2,675-28.0% | $2,584-25.4% |
| Participant deferral / active EE | $2,805 | $3,397-17.4% | $4,276-34.4% | $4,194-33.1% |
| Admin fee / account holder | $3,475 | $6,468-46.3% | $10,216-66.0% | $7,856-55.8% |