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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 | $54,759 | $81,504-32.8% | $102,437-46.5% | $80,959-32.4% |
| Participation rate | 69.6% | 66.9%+2.7pp | 74.5%-4.9pp | 67.7%+1.9pp |
| Annual return | 15.63% | 25.60%-10.0pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,455 | $3,104-20.9% | $3,871-36.6% | $2,757-10.9% |
| Participant deferral / active EE | $4,657 | $3,871+20.3% | $5,060-8.0% | $4,300+8.3% |
| Admin fee / account holder | $3,052 | $6,719-54.6% | $8,388-63.6% | $6,925-55.9% |