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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 | $72,784 | $81,262-10.4% | $155,602-53.2% | $80,911-10.0% |
| Participation rate | 43.1% | 66.2%-23.1pp | 78.2%-35.1pp | 67.6%-24.5pp |
| Annual return | 17.06% | 33.34%-16.3pp | 64.81%-47.8pp | 35.63%-18.6pp |
| Employer contribution / active EE | $2,266 | $3,102-26.9% | $4,675-51.5% | $2,756-17.8% |
| Participant deferral / active EE | $3,972 | $3,451+15.1% | $5,629-29.4% | $4,297-7.6% |
| Admin fee / account holder | $4,215 | $7,992-47.3% | $15,923-73.5% | $6,935-39.2% |