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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 | $77,896-6.3% | $134,172-45.6% | $82,448-11.5% |
| Participation rate | 52.1% | 62.8%-10.7pp | 72.5%-20.4pp | 68.1%-16.0pp |
| Annual return | 12.99% | 18.21%-5.2pp | 25.30%-12.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,201 | $2,159+1.9% | $3,420-35.6% | $2,551-13.7% |
| Participant deferral / active EE | $2,749 | $3,162-13.1% | $4,690-41.4% | $4,139-33.6% |
| Admin fee / account holder | $1,565 | $6,336-75.3% | $12,016-87.0% | $7,234-78.4% |