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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 | $75,374 | $86,949-13.3% | $102,460-26.4% | $80,959-6.9% |
| Participation rate | 37.0% | 72.4%-35.4pp | 76.5%-39.6pp | 67.7%-30.7pp |
| Annual return | 13.94% | 18.89%-5.0pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,915 | $2,370+23.0% | $3,025-3.6% | $2,757+5.7% |
| Participant deferral / active EE | $6,701 | $4,121+62.6% | $5,056+32.5% | $4,300+55.8% |
| Admin fee / account holder | $7,701 | $8,048-4.3% | $9,460-18.6% | $6,925+11.2% |