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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 | $74,264 | $75,541-1.7% | $152,093-51.2% | $82,637-10.1% |
| Participation rate | 51.5% | 66.5%-15.0pp | 77.8%-26.3pp | 68.1%-16.5pp |
| Annual return | 19.42% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,515 | $2,622-4.1% | $4,175-39.8% | $2,552-1.4% |
| Participant deferral / active EE | $5,726 | $3,206+78.6% | $5,451+5.0% | $4,126+38.8% |
| Admin fee / account holder | $4,894 | $6,405-23.6% | $14,497-66.2% | $7,339-33.3% |