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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 | $74,888 | $81,446-8.1% | $103,374-27.6% | $80,874-7.4% |
| Participation rate | 36.7% | 66.9%-30.1pp | 74.5%-37.8pp | 67.6%-30.9pp |
| Annual return | 20.58% | 25.57%-5.0pp | 24.89%-4.3pp | 35.62%-15.0pp |
| Employer contribution / active EE | $1,761 | $3,107-43.3% | $3,869-54.5% | $2,756-36.1% |
| Participant deferral / active EE | $4,639 | $3,870+19.9% | $5,058-8.3% | $4,297+8.0% |
| Admin fee / account holder | $1,904 | $6,715-71.7% | $8,394-77.3% | $6,935-72.6% |