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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 | $59,343 | $81,487-27.2% | $102,412-42.1% | $80,935-26.7% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 13.39% | 25.60%-12.2pp | 24.94%-11.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $3,297 | $3,103+6.2% | $3,870-14.8% | $2,757+19.6% |
| Participant deferral / active EE | $5,783 | $3,871+49.4% | $5,060+14.3% | $4,299+34.5% |
| Admin fee / account holder | $5,568 | $6,717-17.1% | $8,388-33.6% | $6,924-19.6% |