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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 | $71,594 | $81,358-12.0% | $155,556-54.0% | $80,959-11.6% |
| Participation rate | 55.0% | 66.3%-11.3pp | 78.2%-23.2pp | 67.7%-12.7pp |
| Annual return | 10.86% | 33.39%-22.5pp | 64.84%-54.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,710 | $3,106-12.8% | $4,675-42.0% | $2,757-1.7% |
| Participant deferral / active EE | $2,555 | $3,455-26.0% | $5,631-54.6% | $4,300-40.6% |
| Admin fee / account holder | $7,002 | $7,994-12.4% | $15,885-55.9% | $6,925+1.1% |