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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 | $44,566 | $97,550-54.3% | $120,344-63.0% | $87,485-49.1% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.7%-17.3pp | 68.9%-9.5pp |
| Annual return | 18.15% | 18.41%-0.3pp | 20.30%-2.2pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,354 | $2,291+2.7% | $3,020-22.1% | $2,596-9.3% |
| Participant deferral / active EE | $3,203 | $4,230-24.3% | $5,135-37.6% | $4,274-25.0% |
| Admin fee / account holder | $1,539 | $9,543-83.9% | $12,742-87.9% | $7,775-80.2% |