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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 | $64,156 | $138,393-53.6% | $184,256-65.2% | $80,959-20.8% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-23.9pp | 67.7%-4.8pp |
| Annual return | 28.89% | 20.01%+8.9pp | 28.85%0pp | 35.67%-6.8pp |
| Employer contribution / active EE | $3,278 | $4,847-32.4% | $6,427-49.0% | $2,757+18.9% |
| Participant deferral / active EE | $7,292 | $7,076+3.0% | $9,133-20.2% | $4,300+69.6% |
| Admin fee / account holder | $4,344 | $10,489-58.6% | $13,899-68.7% | $6,925-37.3% |