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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 | $75,987 | $112,729-32.6% | $98,716-23.0% | $137,256-44.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 17.00% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,463 | $2,725-9.6% | $2,279+8.1% | $4,156-40.7% |
| Participant deferral / active EE | $5,181 | $4,640+11.7% | $4,048+28.0% | $6,407-19.1% |
| Admin fee / account holder | $718 | $10,129-92.9% | $8,703-91.7% | $12,270-94.1% |