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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 | $56,726 | $81,446-30.4% | $103,374-45.1% | $80,874-29.9% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 10.98% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.6pp |
| Employer contribution / active EE | $3,040 | $3,107-2.2% | $3,869-21.4% | $2,756+10.3% |
| Participant deferral / active EE | $5,007 | $3,870+29.4% | $5,058-1.0% | $4,297+16.5% |
| Admin fee / account holder | $13,885 | $6,715+106.8% | $8,394+65.4% | $6,935+100.2% |