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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 | $60,841 | $86,949-30.0% | $102,460-40.6% | $80,959-24.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 12.08% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,965 | $2,370-17.1% | $3,025-35.0% | $2,757-28.7% |
| Participant deferral / active EE | $4,413 | $4,121+7.1% | $5,056-12.7% | $4,300+2.6% |
| Admin fee / account holder | $5,571 | $8,048-30.8% | $9,460-41.1% | $6,925-19.6% |