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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 | $60,207 | $74,535-19.2% | $100,712-40.2% | $82,637-27.1% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.3%-15.8pp | 68.1%-14.6pp |
| Annual return | 18.62% | 18.92%-0.3pp | 33.27%-14.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,576 | $1,503+71.5% | $2,313+11.4% | $2,552+0.9% |
| Participant deferral / active EE | $5,494 | $3,074+78.7% | $4,085+34.5% | $4,126+33.2% |
| Admin fee / account holder | $5,928 | $6,576-9.8% | $9,256-36.0% | $7,339-19.2% |