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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 | $82,394 | $106,749-22.8% | $145,433-43.3% | $82,448-0.1% |
| Participation rate | 59.5% | 75.6%-16.2pp | 82.1%-22.7pp | 68.1%-8.6pp |
| Annual return | 14.41% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,126 | $3,444+19.8% | $4,554-9.4% | $2,551+61.7% |
| Participant deferral / active EE | $7,934 | $6,519+21.7% | $7,897+0.5% | $4,139+91.7% |
| Admin fee / account holder | $9,079 | $8,390+8.2% | $13,129-30.8% | $7,234+25.5% |