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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 | $58,541 | $64,359-9.0% | $90,161-35.1% | $70,126-16.5% |
| Participation rate | 62.7% | 70.4%-7.7pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 25.95% | 28.13%-2.2pp | 34.89%-8.9pp | 73.15%-47.2pp |
| Employer contribution / active EE | $3,560 | $2,046+74.0% | $3,318+7.3% | $2,343+52.0% |
| Participant deferral / active EE | $4,810 | $4,389+9.6% | $5,287-9.0% | $3,332+44.4% |
| Admin fee / account holder | $1,024 | $3,945-74.0% | $5,943-82.8% | $4,645-78.0% |