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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 | $78,103 | $83,485-6.4% | $125,192-37.6% | $72,975+7.0% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.5%-3.9pp |
| Annual return | 23.28% | 25.77%-2.5pp | 43.79%-20.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,313 | $2,346-1.4% | $3,866-40.2% | $2,440-5.2% |
| Participant deferral / active EE | $5,650 | $3,586+57.5% | $4,937+14.4% | $3,608+56.6% |
| Admin fee / account holder | $823 | $5,518-85.1% | $9,704-91.5% | $5,124-83.9% |