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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 | $61,199 | $74,535-17.9% | $100,712-39.2% | $82,637-25.9% |
| Participation rate | 55.6% | 61.2%-5.6pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 17.15% | 18.92%-1.8pp | 33.27%-16.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,063 | $1,503+37.3% | $2,313-10.8% | $2,552-19.2% |
| Participant deferral / active EE | $2,901 | $3,074-5.6% | $4,085-29.0% | $4,126-29.7% |
| Admin fee / account holder | $3,800 | $6,576-42.2% | $9,256-59.0% | $7,339-48.2% |