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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 | $58,698 | $106,974-45.1% | $90,796-35.4% | $138,895-57.7% |
| Participation rate | 53.8% | 74.9%-21.0pp | 69.5%-15.6pp | 79.9%-26.1pp |
| Annual return | 14.41% | 20.10%-5.7pp | 19.29%-4.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,701 | $2,609+3.5% | $2,294+17.8% | $4,194-35.6% |
| Participant deferral / active EE | $4,327 | $4,455-2.9% | $3,822+13.2% | $6,396-32.4% |
| Admin fee / account holder | $411 | $8,626-95.2% | $7,024-94.1% | $12,562-96.7% |