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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 | $73,760 | $77,472-4.8% | $100,392-26.5% | $80,935-8.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 14.63% | 37.26%-22.6pp | 49.45%-34.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,526 | $2,800-9.8% | $3,941-35.9% | $2,757-8.4% |
| Participant deferral / active EE | $4,405 | $6,818-35.4% | $8,090-45.5% | $4,299+2.5% |
| Admin fee / account holder | $792 | $5,885-86.5% | $7,904-90.0% | $6,924-88.6% |