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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 | $63,174 | $108,825-41.9% | $156,181-59.6% | $82,448-23.4% |
| Participation rate | 65.7% | 72.4%-6.7pp | 78.8%-13.1pp | 68.1%-2.4pp |
| Annual return | 16.79% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,183 | $2,870-23.9% | $4,294-49.2% | $2,551-14.4% |
| Participant deferral / active EE | $4,214 | $4,577-7.9% | $6,132-31.3% | $4,139+1.8% |
| Admin fee / account holder | $1,728 | $9,341-81.5% | $14,586-88.2% | $7,234-76.1% |