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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 | $66,960 | $102,245-34.5% | $89,340-25.1% | $137,256-51.2% |
| Participation rate | 69.2% | 74.9%-5.7pp | 69.6%-0.3pp | 80.0%-10.7pp |
| Annual return | 18.30% | 21.89%-3.6pp | 20.57%-2.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,047 | $2,529-58.6% | $2,231-53.1% | $4,156-74.8% |
| Participant deferral / active EE | $3,951 | $4,436-10.9% | $3,823+3.3% | $6,407-38.3% |
| Admin fee / account holder | $2,892 | $8,085-64.2% | $6,704-56.9% | $12,270-76.4% |