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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 | $65,861 | $76,407-13.8% | $150,298-56.2% | $82,448-20.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.37% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,777 | $2,614+6.2% | $4,154-33.2% | $2,551+8.8% |
| Participant deferral / active EE | $3,146 | $3,214-2.1% | $5,453-42.3% | $4,139-24.0% |
| Admin fee / account holder | $6,233 | $6,352-1.9% | $14,116-55.8% | $7,234-13.8% |