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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 | $60,477 | $65,367-7.5% | $92,915-34.9% | $72,976-17.1% |
| Participation rate | 49.1% | 68.3%-19.3pp | 76.0%-26.9pp | 69.5%-20.4pp |
| Annual return | 24.70% | 42.11%-17.4pp | 109.45%-84.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $2,541 | $2,594-2.0% | $3,653-30.5% | $2,440+4.1% |
| Participant deferral / active EE | $4,400 | $3,128+40.7% | $4,238+3.8% | $3,608+22.0% |
| Admin fee / account holder | $4,825 | $4,251+13.5% | $5,796-16.7% | $5,124-5.8% |