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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 | $64,340 | $108,825-40.9% | $156,181-58.8% | $82,448-22.0% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 18.09% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,089 | $2,870-27.2% | $4,294-51.3% | $2,551-18.1% |
| Participant deferral / active EE | $3,727 | $4,577-18.6% | $6,132-39.2% | $4,139-10.0% |
| Admin fee / account holder | $1,226 | $9,341-86.9% | $14,586-91.6% | $7,234-83.1% |