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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 | $79,135 | $95,404-17.1% | $113,397-30.2% | $82,637-4.2% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.5%-23.6pp | 68.1%-15.1pp |
| Annual return | 16.43% | 19.08%-2.7pp | 23.20%-6.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,129 | $2,307-7.7% | $2,977-28.5% | $2,552-16.6% |
| Participant deferral / active EE | $3,597 | $4,220-14.8% | $5,076-29.1% | $4,126-12.8% |
| Admin fee / account holder | $3,132 | $9,168-65.8% | $11,957-73.8% | $7,339-57.3% |