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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 | $60,340 | $106,864-43.5% | $147,318-59.0% | $82,637-27.0% |
| Participation rate | 63.0% | 75.5%-12.5pp | 82.1%-19.0pp | 68.1%-5.0pp |
| Annual return | 17.05% | 27.49%-10.4pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,776 | $3,417-48.0% | $4,593-61.3% | $2,552-30.4% |
| Participant deferral / active EE | $4,676 | $6,496-28.0% | $7,906-40.9% | $4,126+13.3% |
| Admin fee / account holder | $2,050 | $8,415-75.6% | $13,708-85.0% | $7,339-72.1% |