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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 | $77,736 | $86,940-10.6% | $102,434-24.1% | $80,935-4.0% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.7%-10.0pp |
| Annual return | 11.35% | 18.89%-7.5pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,192 | $2,370-7.5% | $3,023-27.5% | $2,757-20.5% |
| Participant deferral / active EE | $2,978 | $4,121-27.7% | $5,055-41.1% | $4,299-30.7% |
| Admin fee / account holder | $8,226 | $8,047+2.2% | $9,462-13.1% | $6,924+18.8% |