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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 | $72,901 | $81,446-10.5% | $103,374-29.5% | $80,874-9.9% |
| Participation rate | 56.6% | 66.9%-10.3pp | 74.5%-17.9pp | 67.6%-11.1pp |
| Annual return | 20.06% | 25.57%-5.5pp | 24.89%-4.8pp | 35.62%-15.6pp |
| Employer contribution / active EE | $2,268 | $3,107-27.0% | $3,869-41.4% | $2,756-17.7% |
| Participant deferral / active EE | $4,848 | $3,870+25.3% | $5,058-4.2% | $4,297+12.8% |
| Admin fee / account holder | $1,381 | $6,715-79.4% | $8,394-83.5% | $6,935-80.1% |