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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 | $67,536 | $74,535-9.4% | $100,712-32.9% | $82,637-18.3% |
| Participation rate | 57.0% | 61.2%-4.2pp | 69.3%-12.3pp | 68.1%-11.1pp |
| Annual return | 16.09% | 18.92%-2.8pp | 33.27%-17.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,970 | $1,503+31.1% | $2,313-14.8% | $2,552-22.8% |
| Participant deferral / active EE | $3,776 | $3,074+22.8% | $4,085-7.6% | $4,126-8.5% |
| Admin fee / account holder | $5,785 | $6,576-12.0% | $9,256-37.5% | $7,339-21.2% |