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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 | $69,933 | $84,953-17.7% | $163,379-57.2% | $82,637-15.4% |
| Participation rate | 62.1% | 65.9%-3.9pp | 76.8%-14.8pp | 68.1%-6.0pp |
| Annual return | 19.76% | 23.07%-3.3pp | 63.41%-43.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,485 | $2,183+13.9% | $3,752-33.8% | $2,552-2.6% |
| Participant deferral / active EE | $7,577 | $4,326+75.2% | $6,282+20.6% | $4,126+83.6% |
| Admin fee / account holder | $3,694 | $7,921-53.4% | $9,818-62.4% | $7,339-49.7% |