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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 | $81,457-6.4% | $103,378-26.3% | $80,911-5.8% |
| Participation rate | 51.1% | 66.8%-15.8pp | 74.5%-23.4pp | 67.6%-16.6pp |
| Annual return | 11.17% | 25.58%-14.4pp | 24.91%-13.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $2,083 | $3,107-33.0% | $3,870-46.2% | $2,756-24.4% |
| Participant deferral / active EE | $4,379 | $3,871+13.1% | $5,058-13.4% | $4,297+1.9% |
| Admin fee / account holder | $4,857 | $6,717-27.7% | $8,401-42.2% | $6,935-30.0% |