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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 | $77,668 | $106,749-27.2% | $145,433-46.6% | $82,448-5.8% |
| Participation rate | 65.6% | 75.6%-10.0pp | 82.1%-16.5pp | 68.1%-2.4pp |
| Annual return | 27.83% | 27.59%+0.2pp | 66.58%-38.7pp | 41.64%-13.8pp |
| Employer contribution / active EE | $2,673 | $3,444-22.4% | $4,554-41.3% | $2,551+4.8% |
| Participant deferral / active EE | $7,122 | $6,519+9.3% | $7,897-9.8% | $4,139+72.1% |
| Admin fee / account holder | $8,224 | $8,390-2.0% | $13,129-37.4% | $7,234+13.7% |