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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 | $83,223 | $108,825-23.5% | $156,181-46.7% | $82,448+0.9% |
| Participation rate | 49.0% | 72.4%-23.3pp | 78.8%-29.8pp | 68.1%-19.0pp |
| Annual return | 13.84% | 20.59%-6.8pp | 64.87%-51.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,574 | $2,870-10.3% | $4,294-40.1% | $2,551+0.9% |
| Participant deferral / active EE | $4,520 | $4,577-1.3% | $6,132-26.3% | $4,139+9.2% |
| Admin fee / account holder | $2,826 | $9,341-69.8% | $14,586-80.6% | $7,234-60.9% |