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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 | $71,802 | $73,787-2.7% | $98,716-27.3% | $82,448-12.9% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 14.77% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,238 | $1,511+48.1% | $2,279-1.8% | $2,551-12.3% |
| Participant deferral / active EE | $5,158 | $3,081+67.4% | $4,048+27.4% | $4,139+24.6% |
| Admin fee / account holder | $4,069 | $6,500-37.4% | $8,703-53.2% | $7,234-43.8% |