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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 | $62,732 | $76,834-18.4% | $108,359-42.1% | $87,485-28.3% |
| Participation rate | 68.0% | 61.7%+6.3pp | 70.1%-2.1pp | 68.9%-0.9pp |
| Annual return | 12.72% | 19.09%-6.4pp | 36.89%-24.2pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,556 | $1,5560% | $2,399-35.1% | $2,596-40.1% |
| Participant deferral / active EE | $2,351 | $3,100-24.2% | $4,137-43.2% | $4,274-45.0% |
| Admin fee / account holder | $4,384 | $6,537-32.9% | $9,741-55.0% | $7,775-43.6% |