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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 | $138,312-46.9% | $122,979-40.3% | $155,188-52.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 13.05% | 22.06%-9.0pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $3,555 | $3,530+0.7% | $3,062+16.1% | $4,248-16.3% |
| Participant deferral / active EE | $2,576 | $5,592-53.9% | $5,003-48.5% | $6,531-60.6% |
| Admin fee / account holder | $10,732 | $15,089-28.9% | $12,864-16.6% | $14,480-25.9% |