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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 | $63,162 | $73,787-14.4% | $98,716-36.0% | $82,448-23.4% |
| Participation rate | 56.9% | 61.4%-4.5pp | 69.3%-12.4pp | 68.1%-11.2pp |
| Annual return | 14.12% | 18.57%-4.4pp | 31.81%-17.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,859 | $1,511+23.0% | $2,279-18.4% | $2,551-27.1% |
| Participant deferral / active EE | $3,171 | $3,081+2.9% | $4,048-21.7% | $4,139-23.4% |
| Admin fee / account holder | $14,976 | $6,500+130.4% | $8,703+72.1% | $7,234+107.0% |