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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 | $77,526 | $112,729-31.2% | $98,716-21.5% | $137,256-43.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 33.70% | 38.48%-4.8pp | 31.81%+1.9pp | 220.34%-186.6pp |
| Employer contribution / active EE | $2,239 | $2,725-17.8% | $2,279-1.7% | $4,156-46.1% |
| Participant deferral / active EE | $4,636 | $4,640-0.1% | $4,048+14.5% | $6,407-27.6% |
| Admin fee / account holder | $308 | $10,129-97.0% | $8,703-96.5% | $12,270-97.5% |