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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 | $56,963 | $93,064-38.8% | $74,577-23.6% | $273,972-79.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 3.68% | 26.18%-22.5pp | 20.47%-16.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,902 | $3,160-39.8% | $2,525-24.7% | $4,869-60.9% |
| Participant deferral / active EE | $5,948 | $4,160+43.0% | $3,458+72.0% | $5,287+12.5% |
| Admin fee / account holder | $2,250 | $5,273-57.3% | $4,138-45.6% | $10,133-77.8% |