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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 | $81,446-3.9% | $103,374-24.3% | $80,874-3.2% |
| Participation rate | 52.7% | 66.9%-14.1pp | 74.5%-21.8pp | 67.6%-14.9pp |
| Annual return | 13.51% | 25.57%-12.1pp | 24.89%-11.4pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,197 | $3,107-29.3% | $3,869-43.2% | $2,756-20.3% |
| Participant deferral / active EE | $6,567 | $3,870+69.7% | $5,058+29.8% | $4,297+52.8% |
| Admin fee / account holder | $13,635 | $6,715+103.1% | $8,394+62.4% | $6,935+96.6% |