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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 | $74,444 | $81,487-8.6% | $102,412-27.3% | $80,935-8.0% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 15.99% | 25.60%-9.6pp | 24.94%-9.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,160 | $3,103-62.6% | $3,870-70.0% | $2,757-57.9% |
| Participant deferral / active EE | $3,425 | $3,871-11.5% | $5,060-32.3% | $4,299-20.3% |
| Admin fee / account holder | $10,311 | $6,717+53.5% | $8,388+22.9% | $6,924+48.9% |