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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 | $71,820 | $97,550-26.4% | $120,344-40.3% | $87,485-17.9% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.7%-36.3pp | 68.9%-28.5pp |
| Annual return | 16.87% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,214 | $2,291-3.4% | $3,020-26.7% | $2,596-14.7% |
| Participant deferral / active EE | $4,462 | $4,230+5.5% | $5,135-13.1% | $4,274+4.4% |
| Admin fee / account holder | $17,003 | $9,543+78.2% | $12,742+33.4% | $7,775+118.7% |