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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 | $95,453-27.5% | $112,040-38.3% | $82,448-16.1% |
| Participation rate | 58.6% | 72.8%-14.1pp | 76.5%-17.9pp | 68.1%-9.4pp |
| Annual return | 14.01% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,010 | $2,318-13.3% | $2,954-32.0% | $2,551-21.2% |
| Participant deferral / active EE | $4,241 | $4,224+0.4% | $5,098-16.8% | $4,139+2.5% |
| Admin fee / account holder | $2,180 | $9,013-75.8% | $12,098-82.0% | $7,234-69.9% |