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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 | $77,579 | $97,550-20.5% | $120,344-35.5% | $87,485-11.3% |
| Participation rate | 68.6% | 72.8%-4.3pp | 76.7%-8.1pp | 68.9%-0.4pp |
| Annual return | 16.70% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,799 | $2,291+22.2% | $3,020-7.3% | $2,596+7.8% |
| Participant deferral / active EE | $4,917 | $4,230+16.3% | $5,135-4.2% | $4,274+15.1% |
| Admin fee / account holder | $2,931 | $9,543-69.3% | $12,742-77.0% | $7,775-62.3% |