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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 | $66,686 | $101,778-34.5% | $164,975-59.6% | $80,925-17.6% |
| Participation rate | 58.8% | 71.8%-13.1pp | 78.6%-19.9pp | 67.7%-8.9pp |
| Annual return | 11.06% | 16.73%-5.7pp | 70.12%-59.1pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,666 | $2,954-9.7% | $4,343-38.6% | $2,756-3.3% |
| Participant deferral / active EE | $4,233 | $4,477-5.5% | $6,033-29.8% | $4,299-1.5% |
| Admin fee / account holder | $15,520 | $8,221+88.8% | $12,688+22.3% | $6,940+123.6% |