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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 | $47,285 | $76,371-38.1% | $93,621-49.5% | $72,976-35.2% |
| Participation rate | 67.6% | 71.8%-4.1pp | 75.8%-8.2pp | 69.5%-1.8pp |
| Annual return | 20.63% | 25.82%-5.2pp | 32.76%-12.1pp | 81.02%-60.4pp |
| Employer contribution / active EE | $2,570 | $2,276+12.9% | $2,719-5.5% | $2,440+5.3% |
| Participant deferral / active EE | $3,534 | $3,538-0.1% | $4,070-13.1% | $3,608-2.0% |
| Admin fee / account holder | $2,520 | $6,839-63.2% | $7,890-68.1% | $5,124-50.8% |