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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 | $71,916 | $75,541-4.8% | $152,093-52.7% | $82,637-13.0% |
| Participation rate | 61.1% | 66.5%-5.4pp | 77.8%-16.7pp | 68.1%-6.9pp |
| Annual return | 19.15% | 32.56%-13.4pp | 66.36%-47.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,364 | $2,622-9.9% | $4,175-43.4% | $2,552-7.4% |
| Participant deferral / active EE | $4,673 | $3,206+45.8% | $5,451-14.3% | $4,126+13.3% |
| Admin fee / account holder | $5,512 | $6,405-13.9% | $14,497-62.0% | $7,339-24.9% |