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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 | $53,806 | $84,953-36.7% | $163,379-67.1% | $82,637-34.9% |
| Participation rate | 63.4% | 65.9%-2.5pp | 76.8%-13.4pp | 68.1%-4.6pp |
| Annual return | 14.26% | 23.07%-8.8pp | 63.41%-49.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,133 | $2,183-2.3% | $3,752-43.2% | $2,552-16.4% |
| Participant deferral / active EE | $4,224 | $4,326-2.4% | $6,282-32.8% | $4,126+2.4% |
| Admin fee / account holder | $8,650 | $7,921+9.2% | $9,818-11.9% | $7,339+17.9% |