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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 | $68,185 | $115,931-41.2% | $185,441-63.2% | $86,983-21.6% |
| Participation rate | 44.1% | 73.6%-29.5pp | 80.3%-36.1pp | 69.5%-25.4pp |
| Annual return | 20.44% | 21.47%-1.0pp | 20.16%+0.3pp | 25.83%-5.4pp |
| Employer contribution / active EE | $2,670 | $2,937-9.1% | $4,672-42.9% | $2,584+3.3% |
| Participant deferral / active EE | $5,367 | $4,551+17.9% | $6,152-12.8% | $4,194+28.0% |
| Admin fee / account holder | $7,058 | $10,687-34.0% | $17,890-60.5% | $7,856-10.2% |