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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 | $76,699 | $136,860-44.0% | $120,344-36.3% | $154,746-50.4% |
| Participation rate | 47.1% | 79.9%-32.8pp | 76.7%-29.7pp | 80.7%-33.6pp |
| Annual return | 18.30% | 21.38%-3.1pp | 20.30%-2.0pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,279 | $3,533-35.5% | $3,020-24.5% | $4,379-48.0% |
| Participant deferral / active EE | $6,856 | $5,793+18.3% | $5,135+33.5% | $6,730+1.9% |
| Admin fee / account holder | $1,905 | $15,393-87.6% | $12,742-85.0% | $14,365-86.7% |