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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 | $88,996-17.8% | $78,004-6.2% | $138,895-47.3% |
| Participation rate | 64.3% | 74.4%-10.1pp | 69.4%-5.2pp | 79.9%-15.6pp |
| Annual return | 15.20% | 28.03%-12.8pp | 31.07%-15.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,028 | $2,917+3.8% | $2,469+22.7% | $4,194-27.8% |
| Participant deferral / active EE | $8,604 | $4,724+82.1% | $4,092+110.3% | $6,396+34.5% |
| Admin fee / account holder | $772 | $8,807-91.2% | $7,578-89.8% | $12,562-93.9% |