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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 | $65,601 | $76,551-14.3% | $123,894-47.1% | $62,881+4.3% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 17.96% | 18.68%-0.7pp | 47.52%-29.6pp | 20.14%-2.2pp |
| Employer contribution / active EE | $1,659 | $2,882-42.4% | $4,617-64.1% | $2,281-27.3% |
| Participant deferral / active EE | $2,691 | $4,840-44.4% | $5,984-55.0% | $3,203-16.0% |
| Admin fee / account holder | $2,330 | $4,826-51.7% | $8,357-72.1% | $4,296-45.8% |