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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 | $124,425-38.4% | $112,040-31.5% | $137,256-44.1% |
| Participation rate | 47.1% | 79.3%-32.3pp | 76.5%-29.4pp | 80.0%-32.9pp |
| Annual return | 18.30% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,279 | $3,411-33.2% | $2,954-22.9% | $4,156-45.2% |
| Participant deferral / active EE | $6,856 | $5,718+19.9% | $5,098+34.5% | $6,407+7.0% |
| Admin fee / account holder | $1,905 | $15,207-87.5% | $12,098-84.3% | $12,270-84.5% |