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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 | $65,307 | $86,949-24.9% | $102,460-36.3% | $80,959-19.3% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 11.14% | 18.89%-7.8pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,522 | $2,370+6.4% | $3,025-16.6% | $2,757-8.5% |
| Participant deferral / active EE | $4,324 | $4,121+4.9% | $5,056-14.5% | $4,300+0.6% |
| Admin fee / account holder | $2,787 | $8,048-65.4% | $9,460-70.5% | $6,925-59.8% |