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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 | $77,066 | $84,953-9.3% | $163,379-52.8% | $82,637-6.7% |
| Participation rate | 40.7% | 65.9%-25.2pp | 76.8%-36.1pp | 68.1%-27.3pp |
| Annual return | 17.29% | 23.07%-5.8pp | 63.41%-46.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,618 | $2,183+19.9% | $3,752-30.2% | $2,552+2.6% |
| Participant deferral / active EE | $5,756 | $4,326+33.1% | $6,282-8.4% | $4,126+39.5% |
| Admin fee / account holder | $4,871 | $7,921-38.5% | $9,818-50.4% | $7,339-33.6% |