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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 | $74,761 | $81,487-8.3% | $102,412-27.0% | $80,935-7.6% |
| Participation rate | 55.8% | 66.8%-11.0pp | 74.5%-18.7pp | 67.7%-11.8pp |
| Annual return | 12.07% | 25.60%-13.5pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,567 | $3,103-17.3% | $3,870-33.7% | $2,757-6.9% |
| Participant deferral / active EE | $6,409 | $3,871+65.6% | $5,060+26.7% | $4,299+49.1% |
| Admin fee / account holder | $477 | $6,717-92.9% | $8,388-94.3% | $6,924-93.1% |