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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 | $69,538 | $106,749-34.9% | $145,433-52.2% | $82,448-15.7% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 19.52% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,101 | $3,444-10.0% | $4,554-31.9% | $2,551+21.6% |
| Participant deferral / active EE | $7,546 | $6,519+15.8% | $7,897-4.5% | $4,139+82.3% |
| Admin fee / account holder | $2,912 | $8,390-65.3% | $13,129-77.8% | $7,234-59.8% |