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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 | $81,487-30.4% | $102,412-44.6% | $80,935-29.9% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 10.98% | 25.60%-14.6pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $3,040 | $3,103-2.0% | $3,870-21.4% | $2,757+10.3% |
| Participant deferral / active EE | $5,007 | $3,871+29.3% | $5,060-1.1% | $4,299+16.4% |
| Admin fee / account holder | $13,885 | $6,717+106.7% | $8,388+65.5% | $6,924+100.5% |