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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 | $124,425-41.0% | $112,040-34.4% | $137,256-46.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.05% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,555 | $3,411+4.2% | $2,954+20.4% | $4,156-14.5% |
| Participant deferral / active EE | $2,576 | $5,718-54.9% | $5,098-49.5% | $6,407-59.8% |
| Admin fee / account holder | $10,732 | $15,207-29.4% | $12,098-11.3% | $12,270-12.5% |