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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 | $77,962-4.8% | $178,540-58.4% | $80,935-8.3% |
| Participation rate | 52.6% | 65.7%-13.0pp | 77.1%-24.5pp | 67.7%-15.0pp |
| Annual return | 16.26% | 18.10%-1.8pp | 27.15%-10.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,004 | $2,280-12.1% | $3,953-49.3% | $2,757-27.3% |
| Participant deferral / active EE | $3,941 | $4,404-10.5% | $6,281-37.3% | $4,299-8.3% |
| Admin fee / account holder | $3,080 | $7,156-57.0% | $10,424-70.5% | $6,924-55.5% |