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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 | $54,832 | $114,712-52.2% | $173,730-68.4% | $87,485-37.3% |
| Participation rate | 63.6% | 73.0%-9.4pp | 79.6%-15.9pp | 68.9%-5.3pp |
| Annual return | 19.36% | 20.18%-0.8pp | 19.96%-0.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,875 | $2,904-35.4% | $4,577-59.0% | $2,596-27.8% |
| Participant deferral / active EE | $4,150 | $4,642-10.6% | $6,326-34.4% | $4,274-2.9% |
| Admin fee / account holder | $1,762 | $10,210-82.7% | $17,523-89.9% | $7,775-77.3% |