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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 | $64,039 | $110,137-41.9% | $161,149-60.3% | $82,637-22.5% |
| Participation rate | 68.6% | 72.4%-3.8pp | 78.8%-10.3pp | 68.1%+0.5pp |
| Annual return | 22.29% | 20.69%+1.6pp | 21.16%+1.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $2,009 | $2,856-29.7% | $4,360-53.9% | $2,552-21.3% |
| Participant deferral / active EE | $3,497 | $4,575-23.6% | $6,153-43.2% | $4,126-15.2% |
| Admin fee / account holder | $4,407 | $9,467-53.4% | $15,194-71.0% | $7,339-39.9% |