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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 | $73,451 | $136,860-46.3% | $120,344-39.0% | $154,746-52.5% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 13.05% | 21.38%-8.3pp | 20.30%-7.2pp | 172.34%-159.3pp |
| Employer contribution / active EE | $3,555 | $3,533+0.6% | $3,020+17.7% | $4,379-18.8% |
| Participant deferral / active EE | $2,576 | $5,793-55.5% | $5,135-49.8% | $6,730-61.7% |
| Admin fee / account holder | $10,732 | $15,393-30.3% | $12,742-15.8% | $14,365-25.3% |