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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 | $72,761 | $86,938-16.3% | $102,423-29.0% | $80,925-10.1% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.9pp | 67.7%-5.0pp |
| Annual return | 12.46% | 18.89%-6.4pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,025 | $2,369-14.5% | $3,023-33.0% | $2,756-26.5% |
| Participant deferral / active EE | $4,639 | $4,120+12.6% | $5,054-8.2% | $4,299+7.9% |
| Admin fee / account holder | $21,312 | $8,053+164.7% | $9,455+125.4% | $6,940+207.1% |