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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 | $63,964 | $81,487-21.5% | $102,412-37.5% | $80,935-21.0% |
| Participation rate | 46.3% | 66.8%-20.5pp | 74.5%-28.2pp | 67.7%-21.4pp |
| Annual return | 17.22% | 25.60%-8.4pp | 24.94%-7.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,100 | $3,103-32.3% | $3,870-45.7% | $2,757-23.8% |
| Participant deferral / active EE | $4,474 | $3,871+15.6% | $5,060-11.6% | $4,299+4.1% |
| Admin fee / account holder | $2,684 | $6,717-60.0% | $8,388-68.0% | $6,924-61.2% |