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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 | $63,188 | $115,931-45.5% | $185,441-65.9% | $86,983-27.4% |
| Participation rate | 57.9% | 73.6%-15.7pp | 80.3%-22.4pp | 69.5%-11.6pp |
| Annual return | 16.29% | 21.47%-5.2pp | 20.16%-3.9pp | 25.83%-9.5pp |
| Employer contribution / active EE | $3,363 | $2,937+14.5% | $4,672-28.0% | $2,584+30.1% |
| Participant deferral / active EE | $3,859 | $4,551-15.2% | $6,152-37.3% | $4,194-8.0% |
| Admin fee / account holder | $1,828 | $10,687-82.9% | $17,890-89.8% | $7,856-76.7% |