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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 | $95,404-14.4% | $113,397-28.0% | $82,637-1.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.5%-19.4pp | 68.1%-10.9pp |
| Annual return | 18.18% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,530 | $2,307+9.7% | $2,977-15.0% | $2,552-0.8% |
| Participant deferral / active EE | $3,986 | $4,220-5.5% | $5,076-21.5% | $4,126-3.4% |
| Admin fee / account holder | $3,967 | $9,168-56.7% | $11,957-66.8% | $7,339-45.9% |