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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 | $81,681 | $100,194-18.5% | $122,979-33.6% | $86,983-6.1% |
| Participation rate | 57.1% | 73.0%-15.8pp | 77.2%-20.0pp | 69.5%-12.4pp |
| Annual return | 18.18% | 16.47%+1.7pp | 20.12%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,530 | $2,326+8.8% | $3,062-17.4% | $2,584-2.1% |
| Participant deferral / active EE | $3,986 | $4,133-3.6% | $5,003-20.3% | $4,194-5.0% |
| Admin fee / account holder | $3,967 | $10,148-60.9% | $12,864-69.2% | $7,856-49.5% |