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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 | $71,583 | $95,959-25.4% | $97,411-26.5% | $138,895-48.5% |
| Participation rate | 58.8% | 81.8%-23.0pp | 80.4%-21.6pp | 79.9%-21.1pp |
| Annual return | 20.37% | 29.30%-8.9pp | 34.72%-14.3pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,457 | $4,278-42.6% | $4,210-41.6% | $4,194-41.4% |
| Participant deferral / active EE | $3,848 | $5,876-34.5% | $5,886-34.6% | $6,396-39.8% |
| Admin fee / account holder | $1,586 | $7,555-79.0% | $7,145-77.8% | $12,562-87.4% |