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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 | $69,217 | $114,712-39.7% | $173,730-60.2% | $87,485-20.9% |
| Participation rate | 61.9% | 73.0%-11.1pp | 79.6%-17.7pp | 68.9%-7.0pp |
| Annual return | 16.79% | 20.18%-3.4pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,494 | $2,904-14.1% | $4,577-45.5% | $2,596-3.9% |
| Participant deferral / active EE | $5,037 | $4,642+8.5% | $6,326-20.4% | $4,274+17.9% |
| Admin fee / account holder | $40,931 | $10,210+300.9% | $17,523+133.6% | $7,775+426.5% |