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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 | $65,902 | $74,535-11.6% | $100,712-34.6% | $82,637-20.3% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.3%-14.1pp | 68.1%-12.9pp |
| Annual return | 17.89% | 18.92%-1.0pp | 33.27%-15.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,079 | $1,503+38.3% | $2,313-10.1% | $2,552-18.5% |
| Participant deferral / active EE | $5,462 | $3,074+77.7% | $4,085+33.7% | $4,126+32.4% |
| Admin fee / account holder | $4,625 | $6,576-29.7% | $9,256-50.0% | $7,339-37.0% |