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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 | $81,233-11.9% | $155,567-54.0% | $80,874-11.5% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 10.86% | 33.33%-22.5pp | 64.74%-53.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,710 | $3,101-12.6% | $4,674-42.0% | $2,756-1.7% |
| Participant deferral / active EE | $2,555 | $3,452-26.0% | $5,628-54.6% | $4,297-40.5% |
| Admin fee / account holder | $7,002 | $7,998-12.4% | $15,916-56.0% | $6,935+1.0% |