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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 | $80,493 | $86,949-7.4% | $102,460-21.4% | $80,959-0.6% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.1pp | 67.7%-23.2pp |
| Annual return | 11.24% | 18.89%-7.7pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,389 | $2,370+0.8% | $3,025-21.0% | $2,757-13.3% |
| Participant deferral / active EE | $5,879 | $4,121+42.7% | $5,056+16.3% | $4,300+36.7% |
| Admin fee / account holder | $14,773 | $8,048+83.6% | $9,460+56.2% | $6,925+113.3% |