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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 | $76,834-6.5% | $108,359-33.7% | $87,485-17.9% |
| Participation rate | 58.1% | 61.7%-3.7pp | 70.1%-12.1pp | 68.9%-10.9pp |
| Annual return | 14.77% | 19.09%-4.3pp | 36.89%-22.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,238 | $1,556+43.8% | $2,399-6.7% | $2,596-13.8% |
| Participant deferral / active EE | $5,158 | $3,100+66.4% | $4,137+24.7% | $4,274+20.7% |
| Admin fee / account holder | $4,069 | $6,537-37.8% | $9,741-58.2% | $7,775-47.7% |