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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 | $61,721 | $72,492-14.9% | $87,104-29.1% | $72,975-15.4% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.9%-17.1pp | 69.5%-9.7pp |
| Annual return | 21.71% | 24.46%-2.7pp | 28.19%-6.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $2,448 | $1,894+29.3% | $2,521-2.9% | $2,440+0.3% |
| Participant deferral / active EE | $5,115 | $3,270+56.5% | $4,048+26.4% | $3,608+41.8% |
| Admin fee / account holder | $6,914 | $5,055+36.8% | $7,491-7.7% | $5,124+34.9% |