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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 | $95,453-24.8% | $112,040-35.9% | $82,448-12.9% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.5%-36.1pp | 68.1%-27.7pp |
| Annual return | 16.87% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,214 | $2,318-4.5% | $2,954-25.1% | $2,551-13.2% |
| Participant deferral / active EE | $4,462 | $4,224+5.7% | $5,098-12.5% | $4,139+7.8% |
| Admin fee / account holder | $17,003 | $9,013+88.6% | $12,098+40.5% | $7,234+135.0% |