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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 | $74,761 | $76,551-2.3% | $123,894-39.7% | $62,881+18.9% |
| Participation rate | 58.1% | 73.0%-14.9pp | 81.4%-23.3pp | 69.3%-11.2pp |
| Annual return | 9.09% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,028 | $2,882-29.6% | $4,617-56.1% | $2,281-11.1% |
| Participant deferral / active EE | $3,323 | $4,840-31.3% | $5,984-44.5% | $3,203+3.7% |
| Admin fee / account holder | $2,213 | $4,826-54.1% | $8,357-73.5% | $4,296-48.5% |