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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 | $56,330 | $73,988-23.9% | $96,538-41.6% | $75,177-25.1% |
| Participation rate | 63.8% | 66.4%-2.6pp | 74.3%-10.5pp | 67.2%-3.4pp |
| Annual return | 17.21% | 26.73%-9.5pp | 35.74%-18.5pp | 160.75%-143.5pp |
| Employer contribution / active EE | $2,181 | $2,930-25.6% | $3,740-41.7% | $2,671-18.3% |
| Participant deferral / active EE | $4,783 | $3,660+30.7% | $4,880-2.0% | $4,126+15.9% |
| Admin fee / account holder | $2,708 | $5,220-48.1% | $6,737-59.8% | $5,651-52.1% |