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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 | $70,741 | $75,541-6.4% | $152,093-53.5% | $82,637-14.4% |
| Participation rate | 62.9% | 66.5%-3.7pp | 77.8%-14.9pp | 68.1%-5.2pp |
| Annual return | 15.02% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,221 | $2,622-15.3% | $4,175-46.8% | $2,552-13.0% |
| Participant deferral / active EE | $4,384 | $3,206+36.7% | $5,451-19.6% | $4,126+6.2% |
| Admin fee / account holder | $3,119 | $6,405-51.3% | $14,497-78.5% | $7,339-57.5% |