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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 | $51,702 | $72,273-28.5% | $101,275-48.9% | $79,856-35.3% |
| Participation rate | 66.2% | 68.5%-2.3pp | 75.8%-9.7pp | 69.6%-3.5pp |
| Annual return | 19.32% | 22.30%-3.0pp | 46.48%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,098 | $2,691-22.0% | $3,660-42.7% | $2,471-15.1% |
| Participant deferral / active EE | $2,978 | $3,282-9.3% | $4,371-31.9% | $3,741-20.4% |
| Admin fee / account holder | $1,887 | $4,401-57.1% | $5,948-68.3% | $5,306-64.4% |