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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 | $77,814-7.6% | $158,223-54.5% | $86,983-17.3% |
| Participation rate | 61.1% | 68.4%-7.3pp | 79.2%-18.1pp | 69.5%-8.4pp |
| Annual return | 19.15% | 30.54%-11.4pp | 52.09%-32.9pp | 25.83%-6.7pp |
| Employer contribution / active EE | $2,364 | $2,592-8.8% | $4,109-42.5% | $2,584-8.5% |
| Participant deferral / active EE | $4,673 | $3,270+42.9% | $5,467-14.5% | $4,194+11.4% |
| Admin fee / account holder | $5,512 | $5,879-6.2% | $16,047-65.6% | $7,856-29.8% |