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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 | $63,136 | $72,273-12.6% | $101,275-37.7% | $79,856-20.9% |
| Participation rate | 51.1% | 68.5%-17.3pp | 75.8%-24.7pp | 69.6%-18.5pp |
| Annual return | 20.22% | 22.30%-2.1pp | 46.48%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,820 | $2,691-32.4% | $3,660-50.3% | $2,471-26.3% |
| Participant deferral / active EE | $4,231 | $3,282+28.9% | $4,371-3.2% | $3,741+13.1% |
| Admin fee / account holder | $3,482 | $4,401-20.9% | $5,948-41.5% | $5,306-34.4% |