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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 | $100,194-31.0% | $122,979-43.8% | $86,983-20.5% |
| Participation rate | 58.6% | 73.0%-14.3pp | 77.2%-18.6pp | 69.5%-10.9pp |
| Annual return | 14.01% | 16.47%-2.5pp | 20.12%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $2,010 | $2,326-13.6% | $3,062-34.4% | $2,584-22.2% |
| Participant deferral / active EE | $4,241 | $4,133+2.6% | $5,003-15.2% | $4,194+1.1% |
| Admin fee / account holder | $2,180 | $10,148-78.5% | $12,864-83.1% | $7,856-72.3% |