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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 | $106,974-39.4% | $90,796-28.6% | $138,895-53.3% |
| Participation rate | 68.4% | 74.9%-6.4pp | 69.5%-1.1pp | 79.9%-11.5pp |
| Annual return | 25.15% | 20.10%+5.0pp | 19.29%+5.9pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,283 | $2,609-12.5% | $2,294-0.5% | $4,194-45.6% |
| Participant deferral / active EE | $4,480 | $4,455+0.6% | $3,822+17.2% | $6,396-30.0% |
| Admin fee / account holder | $5,700 | $8,626-33.9% | $7,024-18.8% | $12,562-54.6% |