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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 | $77,724 | $86,949-10.6% | $102,460-24.1% | $80,959-4.0% |
| Participation rate | 63.0% | 72.4%-9.3pp | 76.5%-13.5pp | 67.7%-4.6pp |
| Annual return | 13.08% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,183 | $2,370-7.9% | $3,025-27.9% | $2,757-20.8% |
| Participant deferral / active EE | $3,349 | $4,121-18.7% | $5,056-33.8% | $4,300-22.1% |
| Admin fee / account holder | $3,667 | $8,048-54.4% | $9,460-61.2% | $6,925-47.1% |