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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 | $55,903 | $84,953-34.2% | $163,379-65.8% | $82,637-32.4% |
| Participation rate | 63.0% | 65.9%-2.9pp | 76.8%-13.8pp | 68.1%-5.0pp |
| Annual return | 15.80% | 23.07%-7.3pp | 63.41%-47.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,066 | $2,183-5.4% | $3,752-45.0% | $2,552-19.1% |
| Participant deferral / active EE | $4,793 | $4,326+10.8% | $6,282-23.7% | $4,126+16.2% |
| Admin fee / account holder | $2,913 | $7,921-63.2% | $9,818-70.3% | $7,339-60.3% |