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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 | $67,168 | $106,749-37.1% | $145,433-53.8% | $82,448-18.5% |
| Participation rate | 64.0% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.1pp |
| Annual return | 17.52% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,997 | $3,444-13.0% | $4,554-34.2% | $2,551+17.5% |
| Participant deferral / active EE | $5,940 | $6,519-8.9% | $7,897-24.8% | $4,139+43.5% |
| Admin fee / account holder | $6,535 | $8,390-22.1% | $13,129-50.2% | $7,234-9.7% |