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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 | $86,922-24.9% | $102,438-36.2% | $80,874-19.2% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.6pp | 67.6%-13.8pp |
| Annual return | 11.14% | 18.90%-7.8pp | 29.37%-18.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,522 | $2,369+6.4% | $3,024-16.6% | $2,756-8.5% |
| Participant deferral / active EE | $4,324 | $4,119+5.0% | $5,054-14.4% | $4,297+0.6% |
| Admin fee / account holder | $2,787 | $8,050-65.4% | $9,448-70.5% | $6,935-59.8% |