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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 | $64,535 | $106,749-39.5% | $145,433-55.6% | $82,448-21.7% |
| Participation rate | 67.5% | 75.6%-8.1pp | 82.1%-14.6pp | 68.1%-0.6pp |
| Annual return | 21.98% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,260 | $3,444-63.4% | $4,554-72.3% | $2,551-50.6% |
| Participant deferral / active EE | $4,773 | $6,519-26.8% | $7,897-39.6% | $4,139+15.3% |
| Admin fee / account holder | $10,765 | $8,390+28.3% | $13,129-18.0% | $7,234+48.8% |