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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 | $76,439 | $102,245-25.2% | $89,340-14.4% | $137,256-44.3% |
| Participation rate | 58.3% | 74.9%-16.6pp | 69.6%-11.2pp | 80.0%-21.6pp |
| Annual return | 14.64% | 21.89%-7.2pp | 20.57%-5.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,209 | $2,529-12.7% | $2,231-1.0% | $4,156-46.9% |
| Participant deferral / active EE | $4,505 | $4,436+1.5% | $3,823+17.8% | $6,407-29.7% |
| Admin fee / account holder | $3,124 | $8,085-61.4% | $6,704-53.4% | $12,270-74.5% |