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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 | $65,120 | $77,896-16.4% | $134,172-51.5% | $82,448-21.0% |
| Participation rate | 64.4% | 62.8%+1.7pp | 72.5%-8.0pp | 68.1%-3.6pp |
| Annual return | 19.37% | 18.21%+1.2pp | 25.30%-5.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,509 | $2,159-30.1% | $3,420-55.9% | $2,551-40.8% |
| Participant deferral / active EE | $3,147 | $3,162-0.5% | $4,690-32.9% | $4,139-24.0% |
| Admin fee / account holder | $1,671 | $6,336-73.6% | $12,016-86.1% | $7,234-76.9% |