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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 | $54,042 | $56,544-4.4% | $75,501-28.4% | $70,126-22.9% |
| Participation rate | 60.4% | 68.1%-7.7pp | 72.4%-12.0pp | 69.5%-9.2pp |
| Annual return | 17.47% | 23.59%-6.1pp | 27.35%-9.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $3,053 | $1,817+68.1% | $2,352+29.8% | $2,343+30.3% |
| Participant deferral / active EE | $3,438 | $2,580+33.3% | $3,142+9.4% | $3,332+3.2% |
| Admin fee / account holder | $1,804 | $3,827-52.9% | $5,801-68.9% | $4,645-61.2% |