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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 | $73,959 | $86,949-14.9% | $102,460-27.8% | $80,959-8.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 13.80% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,644 | $2,370+11.6% | $3,025-12.6% | $2,757-4.1% |
| Participant deferral / active EE | $7,164 | $4,121+73.8% | $5,056+41.7% | $4,300+66.6% |
| Admin fee / account holder | $7,695 | $8,048-4.4% | $9,460-18.7% | $6,925+11.1% |