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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 | $49,231 | $60,349-18.4% | $74,184-33.6% | $62,881-21.7% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 11.05% | 21.38%-10.3pp | 17.74%-6.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,254 | $1,680+34.1% | $2,370-4.9% | $2,281-1.2% |
| Participant deferral / active EE | $6,476 | $2,856+126.7% | $3,550+82.4% | $3,203+102.2% |
| Admin fee / account holder | $6,570 | $4,261+54.2% | $5,586+17.6% | $4,296+52.9% |