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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 | $75,341 | $81,331-7.4% | $155,534-51.6% | $80,935-6.9% |
| Participation rate | 62.9% | 66.3%-3.4pp | 78.2%-15.4pp | 67.7%-4.8pp |
| Annual return | 14.37% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,042 | $3,105-34.2% | $4,675-56.3% | $2,757-25.9% |
| Participant deferral / active EE | $4,562 | $3,454+32.1% | $5,630-19.0% | $4,299+6.1% |
| Admin fee / account holder | $7,719 | $7,999-3.5% | $15,900-51.5% | $6,924+11.5% |