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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 | $64,859 | $103,164-37.1% | $90,259-28.1% | $154,746-58.1% |
| Participation rate | 68.4% | 76.1%-7.7pp | 70.7%-2.3pp | 80.7%-12.3pp |
| Annual return | 25.15% | 19.25%+5.9pp | 18.88%+6.3pp | 172.34%-147.2pp |
| Employer contribution / active EE | $2,283 | $2,532-9.8% | $2,291-0.4% | $4,379-47.9% |
| Participant deferral / active EE | $4,480 | $4,422+1.3% | $3,827+17.1% | $6,730-33.4% |
| Admin fee / account holder | $5,700 | $8,593-33.7% | $7,267-21.6% | $14,365-60.3% |