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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 | $77,822 | $81,331-4.3% | $155,534-50.0% | $80,935-3.8% |
| Participation rate | 58.6% | 66.3%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 20.43% | 33.37%-12.9pp | 64.92%-44.5pp | 35.66%-15.2pp |
| Employer contribution / active EE | $2,180 | $3,105-29.8% | $4,675-53.4% | $2,757-20.9% |
| Participant deferral / active EE | $2,252 | $3,454-34.8% | $5,630-60.0% | $4,299-47.6% |
| Admin fee / account holder | $2,653 | $7,999-66.8% | $15,900-83.3% | $6,924-61.7% |