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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 | $74,902 | $81,487-8.1% | $102,412-26.9% | $80,935-7.5% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.7%-11.7pp |
| Annual return | 12.40% | 25.60%-13.2pp | 24.94%-12.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,330 | $3,103-24.9% | $3,870-39.8% | $2,757-15.5% |
| Participant deferral / active EE | $3,932 | $3,871+1.6% | $5,060-22.3% | $4,299-8.6% |
| Admin fee / account holder | $3,650 | $6,717-45.7% | $8,388-56.5% | $6,924-47.3% |