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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 | $60,651 | $81,331-25.4% | $155,534-61.0% | $80,935-25.1% |
| Participation rate | 58.0% | 66.3%-8.3pp | 78.2%-20.2pp | 67.7%-9.7pp |
| Annual return | 14.87% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,392 | $3,105-23.0% | $4,675-48.8% | $2,757-13.2% |
| Participant deferral / active EE | $2,551 | $3,454-26.1% | $5,630-54.7% | $4,299-40.7% |
| Admin fee / account holder | $4,076 | $7,999-49.0% | $15,900-74.4% | $6,924-41.1% |