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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 | $55,519 | $72,269-23.2% | $101,271-45.2% | $79,852-30.5% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 15.91% | 22.29%-6.4pp | 46.48%-30.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $2,799 | $2,692+4.0% | $3,660-23.5% | $2,471+13.3% |
| Participant deferral / active EE | $4,298 | $3,282+31.0% | $4,371-1.7% | $3,740+14.9% |
| Admin fee / account holder | $2,328 | $4,401-47.1% | $5,948-60.9% | $5,306-56.1% |