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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 | $78,987 | $81,476-3.1% | $102,383-22.9% | $80,925-2.4% |
| Participation rate | 55.4% | 66.8%-11.4pp | 74.5%-19.1pp | 67.7%-12.2pp |
| Annual return | 17.37% | 25.59%-8.2pp | 24.94%-7.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $4,263 | $3,105+37.3% | $3,870+10.1% | $2,756+54.7% |
| Participant deferral / active EE | $8,939 | $3,871+130.9% | $5,060+76.7% | $4,299+107.9% |
| Admin fee / account holder | $2,797 | $6,717-58.4% | $8,391-66.7% | $6,940-59.7% |