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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 | $62,247 | $54,757+13.7% | $90,300-31.1% | $72,983-14.7% |
| Participation rate | 44.8% | 65.1%-20.3pp | 73.3%-28.4pp | 69.5%-24.7pp |
| Annual return | 25.65% | 30.63%-5.0pp | 78.11%-52.5pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,989 | $2,092-4.9% | $2,854-30.3% | $2,440-18.5% |
| Participant deferral / active EE | $4,122 | $2,887+42.8% | $3,884+6.1% | $3,608+14.3% |
| Admin fee / account holder | $6,972 | $3,972+75.5% | $5,353+30.2% | $5,124+36.1% |