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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 | $75,718 | $76,367-0.8% | $93,614-19.1% | $72,983+3.7% |
| Participation rate | 53.8% | 71.7%-17.9pp | 75.8%-22.0pp | 69.5%-15.6pp |
| Annual return | 21.43% | 25.82%-4.4pp | 32.76%-11.3pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,238 | $2,275-1.6% | $2,718-17.7% | $2,440-8.3% |
| Participant deferral / active EE | $4,364 | $3,538+23.3% | $4,069+7.2% | $3,608+21.0% |
| Admin fee / account holder | $2,019 | $6,838-70.5% | $7,889-74.4% | $5,124-60.6% |