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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 | $78,287 | $81,476-3.9% | $102,383-23.5% | $80,925-3.3% |
| Participation rate | 52.7% | 66.8%-14.1pp | 74.5%-21.8pp | 67.7%-14.9pp |
| Annual return | 13.51% | 25.59%-12.1pp | 24.94%-11.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,197 | $3,105-29.2% | $3,870-43.2% | $2,756-20.3% |
| Participant deferral / active EE | $6,567 | $3,871+69.6% | $5,060+29.8% | $4,299+52.8% |
| Admin fee / account holder | $13,635 | $6,717+103.0% | $8,391+62.5% | $6,940+96.5% |