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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 | $73,518 | $69,383+6.0% | $101,271-27.4% | $73,4930% |
| Participation rate | 60.4% | 68.4%-8.0pp | 75.8%-15.4pp | 70.7%-10.3pp |
| Annual return | 15.68% | 18.46%-2.8pp | 46.48%-30.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,034 | $2,628-22.6% | $3,660-44.4% | $2,270-10.4% |
| Participant deferral / active EE | $2,637 | $3,301-20.1% | $4,371-39.7% | $3,740-29.5% |
| Admin fee / account holder | $4,725 | $704+571.4% | $5,948-20.5% | $513+821.0% |