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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 | $77,084 | $108,825-29.2% | $156,181-50.6% | $82,448-6.5% |
| Participation rate | 64.7% | 72.4%-7.7pp | 78.8%-14.1pp | 68.1%-3.4pp |
| Annual return | 18.34% | 20.59%-2.3pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,836 | $2,870-1.2% | $4,294-33.9% | $2,551+11.2% |
| Participant deferral / active EE | $4,513 | $4,577-1.4% | $6,132-26.4% | $4,139+9.0% |
| Admin fee / account holder | $2,345 | $9,341-74.9% | $14,586-83.9% | $7,234-67.6% |