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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 | $77,997 | $108,825-28.3% | $156,181-50.1% | $82,448-5.4% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 18.65% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,059 | $2,870-28.3% | $4,294-52.1% | $2,551-19.3% |
| Participant deferral / active EE | $4,620 | $4,577+0.9% | $6,132-24.7% | $4,139+11.6% |
| Admin fee / account holder | $1,508 | $9,341-83.9% | $14,586-89.7% | $7,234-79.2% |