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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 | $77,126 | $95,404-19.2% | $113,397-32.0% | $82,637-6.7% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-9.9pp |
| Annual return | 16.30% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,968 | $2,307-14.7% | $2,977-33.9% | $2,552-22.9% |
| Participant deferral / active EE | $4,507 | $4,220+6.8% | $5,076-11.2% | $4,126+9.2% |
| Admin fee / account holder | $16,881 | $9,168+84.1% | $11,957+41.2% | $7,339+130.0% |