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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 | $74,190 | $78,013-4.9% | $178,449-58.4% | $80,911-8.3% |
| Participation rate | 52.6% | 65.7%-13.1pp | 77.1%-24.5pp | 67.6%-15.0pp |
| Annual return | 16.26% | 18.07%-1.8pp | 27.09%-10.8pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,004 | $2,287-12.4% | $3,951-49.3% | $2,756-27.3% |
| Participant deferral / active EE | $3,941 | $4,408-10.6% | $6,277-37.2% | $4,297-8.3% |
| Admin fee / account holder | $3,080 | $7,166-57.0% | $10,362-70.3% | $6,935-55.6% |