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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 | $50,076 | $84,953-41.1% | $163,379-69.4% | $82,637-39.4% |
| Participation rate | 60.0% | 65.9%-5.9pp | 76.8%-16.8pp | 68.1%-8.1pp |
| Annual return | 17.22% | 23.07%-5.9pp | 63.41%-46.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,086 | $2,183-4.4% | $3,752-44.4% | $2,552-18.3% |
| Participant deferral / active EE | $4,186 | $4,326-3.2% | $6,282-33.4% | $4,126+1.4% |
| Admin fee / account holder | $7,172 | $7,921-9.5% | $9,818-26.9% | $7,339-2.3% |