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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 | $71,152 | $138,312-48.6% | $122,979-42.1% | $155,188-54.2% |
| Participation rate | 63.2% | 80.2%-17.0pp | 77.2%-14.0pp | 80.8%-17.6pp |
| Annual return | 15.28% | 22.06%-6.8pp | 20.12%-4.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,067 | $3,530-41.5% | $3,062-32.5% | $4,248-51.3% |
| Participant deferral / active EE | $4,714 | $5,592-15.7% | $5,003-5.8% | $6,531-27.8% |
| Admin fee / account holder | $6,574 | $15,089-56.4% | $12,864-48.9% | $14,480-54.6% |