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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 | $61,588 | $80,983-23.9% | $96,544-36.2% | $75,177-18.1% |
| Participation rate | 55.3% | 71.8%-16.5pp | 76.0%-20.7pp | 67.2%-11.9pp |
| Annual return | 23.20% | 27.05%-3.8pp | 25.88%-2.7pp | 160.75%-137.5pp |
| Employer contribution / active EE | $2,911 | $2,282+27.5% | $2,966-1.9% | $2,671+9.0% |
| Participant deferral / active EE | $4,306 | $3,929+9.6% | $4,851-11.2% | $4,126+4.4% |
| Admin fee / account holder | $2,986 | $6,717-55.5% | $8,254-63.8% | $5,651-47.2% |