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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 | $57,025 | $76,407-25.4% | $150,298-62.1% | $82,448-30.8% |
| Participation rate | 61.3% | 66.4%-5.1pp | 77.8%-16.5pp | 68.1%-6.8pp |
| Annual return | 17.82% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,247 | $2,614-14.1% | $4,154-45.9% | $2,551-11.9% |
| Participant deferral / active EE | $5,177 | $3,214+61.1% | $5,453-5.0% | $4,139+25.1% |
| Admin fee / account holder | $6,552 | $6,352+3.1% | $14,116-53.6% | $7,234-9.4% |