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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 | $77,862 | $79,955-2.6% | $98,461-20.9% | $75,173+3.6% |
| Participation rate | 25.9% | 70.4%-44.4pp | 75.2%-49.2pp | 67.2%-41.3pp |
| Annual return | 15.43% | 19.75%-4.3pp | 21.17%-5.7pp | 160.72%-145.3pp |
| Employer contribution / active EE | $2,379 | $2,264+5.1% | $3,049-22.0% | $2,671-10.9% |
| Participant deferral / active EE | $4,236 | $3,752+12.9% | $4,738-10.6% | $4,126+2.7% |
| Admin fee / account holder | $3,116 | $6,841-54.5% | $8,961-65.2% | $5,651-44.9% |