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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 | $68,514 | $57,590+19.0% | $86,233-20.5% | $82,448-16.9% |
| Participation rate | 45.5% | 57.9%-12.4pp | 69.0%-23.6pp | 68.1%-22.6pp |
| Annual return | 17.42% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,455 | $1,655-12.1% | $2,504-41.9% | $2,551-42.9% |
| Participant deferral / active EE | $2,044 | $3,080-33.6% | $4,559-55.2% | $4,139-50.6% |
| Admin fee / account holder | $2,439 | $4,730-48.4% | $8,342-70.8% | $7,234-66.3% |