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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 | $73,974 | $81,487-9.2% | $102,412-27.8% | $80,935-8.6% |
| Participation rate | 51.2% | 66.8%-15.6pp | 74.5%-23.3pp | 67.7%-16.4pp |
| Annual return | 14.58% | 25.60%-11.0pp | 24.94%-10.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,903 | $3,103-6.5% | $3,870-25.0% | $2,757+5.3% |
| Participant deferral / active EE | $2,109 | $3,871-45.5% | $5,060-58.3% | $4,299-51.0% |
| Admin fee / account holder | $2,239 | $6,717-66.7% | $8,388-73.3% | $6,924-67.7% |