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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 | $81,276-11.9% | $155,574-54.0% | $80,925-11.5% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.7%-12.7pp |
| Annual return | 10.86% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,710 | $3,103-12.7% | $4,676-42.0% | $2,756-1.7% |
| Participant deferral / active EE | $2,555 | $3,453-26.0% | $5,629-54.6% | $4,299-40.6% |
| Admin fee / account holder | $7,002 | $7,993-12.4% | $15,914-56.0% | $6,940+0.9% |