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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 | $61,488 | $72,273-14.9% | $101,275-39.3% | $79,856-23.0% |
| Participation rate | 57.7% | 68.5%-10.8pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | 18.77% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,740 | $2,691-35.3% | $3,660-52.5% | $2,471-29.6% |
| Participant deferral / active EE | $2,634 | $3,282-19.7% | $4,371-39.7% | $3,741-29.6% |
| Admin fee / account holder | $2,629 | $4,401-40.3% | $5,948-55.8% | $5,306-50.5% |