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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 | $71,535 | $84,953-15.8% | $163,379-56.2% | $82,637-13.4% |
| Participation rate | 61.5% | 65.9%-4.5pp | 76.8%-15.4pp | 68.1%-6.6pp |
| Annual return | 19.75% | 23.07%-3.3pp | 63.41%-43.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,845 | $2,183+30.3% | $3,752-24.2% | $2,552+11.5% |
| Participant deferral / active EE | $4,381 | $4,326+1.3% | $6,282-30.3% | $4,126+6.2% |
| Admin fee / account holder | $2,081 | $7,921-73.7% | $9,818-78.8% | $7,339-71.6% |