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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 | $51,677 | $67,602-23.6% | $82,312-37.2% | $70,126-26.3% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 18.61% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,632 | $1,755-7.0% | $2,428-32.8% | $2,343-30.4% |
| Participant deferral / active EE | $4,185 | $2,987+40.1% | $3,706+12.9% | $3,332+25.6% |
| Admin fee / account holder | $2,715 | $4,512-39.8% | $5,608-51.6% | $4,645-41.6% |