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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 | $60,936 | $72,492-15.9% | $87,104-30.0% | $72,975-16.5% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 18.53% | 24.46%-5.9pp | 28.19%-9.7pp | 81.01%-62.5pp |
| Employer contribution / active EE | $2,499 | $1,894+31.9% | $2,521-0.9% | $2,440+2.4% |
| Participant deferral / active EE | $3,439 | $3,270+5.2% | $4,048-15.1% | $3,608-4.7% |
| Admin fee / account holder | $3,100 | $5,055-38.7% | $7,491-58.6% | $5,124-39.5% |