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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 | $58,848 | $86,940-32.3% | $102,434-42.5% | $80,935-27.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 15.78% | 18.89%-3.1pp | 29.46%-13.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,202 | $2,370-7.1% | $3,023-27.2% | $2,757-20.1% |
| Participant deferral / active EE | $4,769 | $4,121+15.7% | $5,055-5.6% | $4,299+10.9% |
| Admin fee / account holder | $4,148 | $8,047-48.4% | $9,462-56.2% | $6,924-40.1% |