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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 | $73,761 | $86,922-15.1% | $102,438-28.0% | $80,874-8.8% |
| Participation rate | 50.9% | 72.4%-21.5pp | 76.5%-25.6pp | 67.6%-16.8pp |
| Annual return | 13.09% | 18.90%-5.8pp | 29.37%-16.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,999 | $2,369-15.6% | $3,024-33.9% | $2,756-27.5% |
| Participant deferral / active EE | $3,755 | $4,119-8.8% | $5,054-25.7% | $4,297-12.6% |
| Admin fee / account holder | $2,641 | $8,050-67.2% | $9,448-72.0% | $6,935-61.9% |