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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 | $75,409 | $81,276-7.2% | $155,574-51.5% | $80,925-6.8% |
| Participation rate | 60.2% | 66.2%-6.0pp | 78.2%-18.0pp | 67.7%-7.4pp |
| Annual return | 13.09% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $2,767 | $3,103-10.8% | $4,676-40.8% | $2,756+0.4% |
| Participant deferral / active EE | $4,426 | $3,453+28.2% | $5,629-21.4% | $4,299+3.0% |
| Admin fee / account holder | $2,588 | $7,993-67.6% | $15,914-83.7% | $6,940-62.7% |