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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 | $74,872 | $57,590+30.0% | $86,233-13.2% | $82,448-9.2% |
| Participation rate | 46.7% | 57.9%-11.2pp | 69.0%-22.4pp | 68.1%-21.4pp |
| Annual return | 19.48% | 22.41%-2.9pp | 61.39%-41.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,597 | $1,655-3.5% | $2,504-36.2% | $2,551-37.4% |
| Participant deferral / active EE | $2,570 | $3,080-16.6% | $4,559-43.6% | $4,139-37.9% |
| Admin fee / account holder | $4,668 | $4,730-1.3% | $8,342-44.0% | $7,234-35.5% |