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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 | $70,967 | $81,487-12.9% | $102,412-30.7% | $80,935-12.3% |
| Participation rate | 51.1% | 66.8%-15.7pp | 74.5%-23.4pp | 67.7%-16.6pp |
| Annual return | 12.67% | 25.60%-12.9pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,144 | $3,103-30.9% | $3,870-44.6% | $2,757-22.2% |
| Participant deferral / active EE | $4,117 | $3,871+6.4% | $5,060-18.6% | $4,299-4.2% |
| Admin fee / account holder | $7,097 | $6,717+5.7% | $8,388-15.4% | $6,924+2.5% |