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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 | $80,378 | $106,864-24.8% | $147,318-45.4% | $82,637-2.7% |
| Participation rate | 58.1% | 75.5%-17.4pp | 82.1%-24.0pp | 68.1%-10.0pp |
| Annual return | 14.36% | 27.49%-13.1pp | 70.43%-56.1pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,046 | $3,417-40.1% | $4,593-55.4% | $2,552-19.8% |
| Participant deferral / active EE | $5,193 | $6,496-20.0% | $7,906-34.3% | $4,126+25.9% |
| Admin fee / account holder | $3,297 | $8,415-60.8% | $13,708-75.9% | $7,339-55.1% |