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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 | $114,712-44.9% | $173,730-63.6% | $87,485-27.8% |
| Participation rate | 65.7% | 73.0%-7.3pp | 79.6%-13.9pp | 68.9%-3.2pp |
| Annual return | 16.79% | 20.18%-3.4pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,183 | $2,904-24.8% | $4,577-52.3% | $2,596-15.9% |
| Participant deferral / active EE | $4,214 | $4,642-9.2% | $6,326-33.4% | $4,274-1.4% |
| Admin fee / account holder | $1,728 | $10,210-83.1% | $17,523-90.1% | $7,775-77.8% |