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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 | $79,610 | $84,953-6.3% | $163,379-51.3% | $82,637-3.7% |
| Participation rate | 61.3% | 65.9%-4.7pp | 76.8%-15.5pp | 68.1%-6.8pp |
| Annual return | 18.01% | 23.07%-5.1pp | 63.41%-45.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,593 | $2,183+18.8% | $3,752-30.9% | $2,552+1.6% |
| Participant deferral / active EE | $6,745 | $4,326+55.9% | $6,282+7.4% | $4,126+63.5% |
| Admin fee / account holder | $2,000 | $7,921-74.8% | $9,818-79.6% | $7,339-72.8% |