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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 | $76,234 | $81,504-6.5% | $102,437-25.6% | $80,959-5.8% |
| Participation rate | 51.1% | 66.9%-15.8pp | 74.5%-23.4pp | 67.7%-16.6pp |
| Annual return | 11.17% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,083 | $3,104-32.9% | $3,871-46.2% | $2,757-24.4% |
| Participant deferral / active EE | $4,379 | $3,871+13.1% | $5,060-13.5% | $4,300+1.8% |
| Admin fee / account holder | $4,857 | $6,719-27.7% | $8,388-42.1% | $6,925-29.9% |