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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 | $64,725 | $53,777+20.4% | $134,155-51.8% | $79,858-18.9% |
| Participation rate | 40.5% | 58.8%-18.3pp | 72.2%-31.7pp | 69.6%-29.1pp |
| Annual return | 14.37% | 19.01%-4.6pp | 36.34%-22.0pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,418 | $1,321+7.3% | $3,705-61.7% | $2,471-42.6% |
| Participant deferral / active EE | $2,323 | $2,420-4.0% | $3,500-33.6% | $3,740-37.9% |
| Admin fee / account holder | $2,955 | $3,984-25.8% | $6,685-55.8% | $5,306-44.3% |