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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 | $61,289 | $96,289-36.3% | $213,469-71.3% | $87,485-29.9% |
| Participation rate | 63.3% | 69.6%-6.3pp | 77.1%-13.9pp | 68.9%-5.7pp |
| Annual return | 14.69% | 17.78%-3.1pp | 20.58%-5.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,574 | $3,035-15.2% | $4,994-48.5% | $2,596-0.9% |
| Participant deferral / active EE | $4,334 | $4,750-8.7% | $6,841-36.6% | $4,274+1.4% |
| Admin fee / account holder | $4,476 | $9,670-53.7% | $27,141-83.5% | $7,775-42.4% |