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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 | $59,799 | $73,955-19.1% | $96,520-38.0% | $75,181-20.5% |
| Participation rate | 63.9% | 66.4%-2.5pp | 74.3%-10.5pp | 67.2%-3.3pp |
| Annual return | 24.27% | 26.72%-2.5pp | 35.72%-11.5pp | 160.69%-136.4pp |
| Employer contribution / active EE | $2,357 | $2,930-19.5% | $3,739-37.0% | $2,671-11.7% |
| Participant deferral / active EE | $5,661 | $3,659+54.7% | $4,879+16.0% | $4,126+37.2% |
| Admin fee / account holder | $3,884 | $5,217-25.6% | $6,733-42.3% | $5,650-31.3% |