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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 | $115,931-44.8% | $185,441-65.5% | $86,983-26.4% |
| Participation rate | 68.6% | 73.6%-5.1pp | 80.3%-11.7pp | 69.5%-1.0pp |
| Annual return | 22.29% | 21.47%+0.8pp | 20.16%+2.1pp | 25.83%-3.5pp |
| Employer contribution / active EE | $2,009 | $2,937-31.6% | $4,672-57.0% | $2,584-22.3% |
| Participant deferral / active EE | $3,497 | $4,551-23.2% | $6,152-43.2% | $4,194-16.6% |
| Admin fee / account holder | $4,407 | $10,687-58.8% | $17,890-75.4% | $7,856-43.9% |