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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 | $45,094 | $69,444-35.1% | $92,985-51.5% | $87,485-48.5% |
| Participation rate | 59.5% | 63.3%-3.8pp | 69.5%-10.0pp | 68.9%-9.5pp |
| Annual return | 19.45% | 23.85%-4.4pp | 27.99%-8.5pp | 26.06%-6.6pp |
| Employer contribution / active EE | $2,321 | $1,917+21.1% | $2,662-12.8% | $2,596-10.6% |
| Participant deferral / active EE | $4,122 | $3,364+22.5% | $4,377-5.8% | $4,274-3.5% |
| Admin fee / account holder | $4,222 | $6,137-31.2% | $9,463-55.4% | $7,775-45.7% |