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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 | $69,160 | $95,404-27.5% | $113,397-39.0% | $82,637-16.3% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.5%-17.9pp | 68.1%-9.4pp |
| Annual return | 14.01% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,010 | $2,307-12.9% | $2,977-32.5% | $2,552-21.3% |
| Participant deferral / active EE | $4,241 | $4,220+0.5% | $5,076-16.5% | $4,126+2.8% |
| Admin fee / account holder | $2,180 | $9,168-76.2% | $11,957-81.8% | $7,339-70.3% |