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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 | $81,487-10.5% | $102,412-28.8% | $80,935-9.9% |
| Participation rate | 56.6% | 66.8%-10.3pp | 74.5%-17.9pp | 67.7%-11.1pp |
| Annual return | 20.06% | 25.60%-5.5pp | 24.94%-4.9pp | 35.66%-15.6pp |
| Employer contribution / active EE | $2,268 | $3,103-26.9% | $3,870-41.4% | $2,757-17.7% |
| Participant deferral / active EE | $4,848 | $3,871+25.2% | $5,060-4.2% | $4,299+12.7% |
| Admin fee / account holder | $1,381 | $6,717-79.4% | $8,388-83.5% | $6,924-80.1% |