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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 | $72,983 | $79,894-8.6% | $135,792-46.3% | $82,637-11.7% |
| Participation rate | 52.1% | 63.0%-10.9pp | 72.6%-20.5pp | 68.1%-16.0pp |
| Annual return | 12.99% | 17.20%-4.2pp | 25.96%-13.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2,201 | $2,165+1.7% | $3,496-37.0% | $2,552-13.7% |
| Participant deferral / active EE | $2,749 | $3,194-13.9% | $4,759-42.2% | $4,126-33.4% |
| Admin fee / account holder | $1,565 | $6,434-75.7% | $12,266-87.2% | $7,339-78.7% |