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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 | $78,350 | $106,749-26.6% | $145,433-46.1% | $82,448-5.0% |
| Participation rate | 67.1% | 75.6%-8.5pp | 82.1%-15.0pp | 68.1%-1.0pp |
| Annual return | 16.32% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,745 | $3,444-20.3% | $4,554-39.7% | $2,551+7.6% |
| Participant deferral / active EE | $5,287 | $6,519-18.9% | $7,897-33.1% | $4,139+27.7% |
| Admin fee / account holder | $14,740 | $8,390+75.7% | $13,129+12.3% | $7,234+103.8% |