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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 | $68,294 | $100,970-32.4% | $96,576-29.3% | $137,256-50.2% |
| Participation rate | 61.9% | 82.6%-20.7pp | 81.4%-19.5pp | 80.0%-18.1pp |
| Annual return | 18.85% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,180 | $3,809-16.5% | $3,553-10.5% | $4,156-23.5% |
| Participant deferral / active EE | $5,594 | $8,286-32.5% | $7,956-29.7% | $6,407-12.7% |
| Admin fee / account holder | $5,002 | $11,312-55.8% | $11,381-56.0% | $12,270-59.2% |