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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 | $72,146 | $72,272-0.2% | $101,264-28.8% | $79,858-9.7% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 12.21% | 22.30%-10.1pp | 46.48%-34.3pp | 31.72%-19.5pp |
| Employer contribution / active EE | $4,021 | $2,692+49.4% | $3,660+9.9% | $2,471+62.7% |
| Participant deferral / active EE | $1,659 | $3,282-49.4% | $4,370-62.0% | $3,740-55.6% |
| Admin fee / account holder | $2,568 | $4,401-41.7% | $5,947-56.8% | $5,306-51.6% |