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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 | $71,457 | $73,978-3.4% | $96,515-26.0% | $75,173-4.9% |
| Participation rate | 19.4% | 66.4%-47.1pp | 74.3%-55.0pp | 67.2%-47.8pp |
| Annual return | 15.59% | 26.72%-11.1pp | 35.73%-20.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $2,139 | $2,931-27.0% | $3,740-42.8% | $2,671-19.9% |
| Participant deferral / active EE | $4,796 | $3,660+31.0% | $4,880-1.7% | $4,126+16.2% |
| Admin fee / account holder | $7,591 | $5,219+45.5% | $6,735+12.7% | $5,651+34.3% |