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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 | $62,245 | $76,407-18.5% | $150,298-58.6% | $82,448-24.5% |
| Participation rate | 64.9% | 66.4%-1.5pp | 77.8%-12.9pp | 68.1%-3.2pp |
| Annual return | 17.07% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,927 | $2,614+12.0% | $4,154-29.5% | $2,551+14.8% |
| Participant deferral / active EE | $4,241 | $3,214+32.0% | $5,453-22.2% | $4,139+2.5% |
| Admin fee / account holder | $470 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |