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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 | $63,847 | $80,983-21.2% | $96,544-33.9% | $75,177-15.1% |
| Participation rate | 33.3% | 71.8%-38.5pp | 76.0%-42.7pp | 67.2%-33.9pp |
| Annual return | 17.56% | 27.05%-9.5pp | 25.88%-8.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,377 | $2,282+4.1% | $2,966-19.9% | $2,671-11.0% |
| Participant deferral / active EE | $3,941 | $3,929+0.3% | $4,851-18.8% | $4,126-4.5% |
| Admin fee / account holder | $6,094 | $6,717-9.3% | $8,254-26.2% | $5,651+7.8% |