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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 | $71,635 | $76,551-6.4% | $123,894-42.2% | $62,881+13.9% |
| Participation rate | 63.2% | 73.0%-9.8pp | 81.4%-18.3pp | 69.3%-6.1pp |
| Annual return | 11.22% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,041 | $2,882-29.2% | $4,617-55.8% | $2,281-10.5% |
| Participant deferral / active EE | $4,303 | $4,840-11.1% | $5,984-28.1% | $3,203+34.4% |
| Admin fee / account holder | $878 | $4,826-81.8% | $8,357-89.5% | $4,296-79.6% |