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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 | $86,938-14.9% | $102,423-27.8% | $80,925-8.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 13.80% | 18.89%-5.1pp | 29.42%-15.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,644 | $2,369+11.6% | $3,023-12.5% | $2,756-4.1% |
| Participant deferral / active EE | $7,164 | $4,120+73.9% | $5,054+41.7% | $4,299+66.7% |
| Admin fee / account holder | $7,695 | $8,053-4.4% | $9,455-18.6% | $6,940+10.9% |