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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 | $71,815 | $108,825-34.0% | $156,181-54.0% | $82,448-12.9% |
| Participation rate | 52.0% | 72.4%-20.4pp | 78.8%-26.8pp | 68.1%-16.1pp |
| Annual return | 12.81% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,053 | $2,870+6.4% | $4,294-28.9% | $2,551+19.7% |
| Participant deferral / active EE | $5,518 | $4,577+20.5% | $6,132-10.0% | $4,139+33.3% |
| Admin fee / account holder | $8,637 | $9,341-7.5% | $14,586-40.8% | $7,234+19.4% |