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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 | $73,190 | $107,733-32.1% | $92,985-21.3% | $154,746-52.7% |
| Participation rate | 64.3% | 74.6%-10.3pp | 69.5%-5.2pp | 80.7%-16.4pp |
| Annual return | 15.20% | 30.39%-15.2pp | 27.99%-12.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,028 | $3,126-3.1% | $2,662+13.8% | $4,379-30.8% |
| Participant deferral / active EE | $8,604 | $5,053+70.3% | $4,377+96.6% | $6,730+27.8% |
| Admin fee / account holder | $772 | $11,369-93.2% | $9,463-91.8% | $14,365-94.6% |