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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 | $80,069 | $106,749-25.0% | $145,433-44.9% | $82,448-2.9% |
| Participation rate | 58.3% | 75.6%-17.3pp | 82.1%-23.8pp | 68.1%-9.7pp |
| Annual return | 17.35% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,932 | $3,444-14.9% | $4,554-35.6% | $2,551+14.9% |
| Participant deferral / active EE | $6,041 | $6,519-7.3% | $7,897-23.5% | $4,139+46.0% |
| Admin fee / account holder | $16,258 | $8,390+93.8% | $13,129+23.8% | $7,234+124.7% |