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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 | $70,375 | $95,453-26.3% | $112,040-37.2% | $82,448-14.6% |
| Participation rate | 58.9% | 72.8%-13.8pp | 76.5%-17.6pp | 68.1%-9.1pp |
| Annual return | 18.08% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,305 | $2,318+42.6% | $2,954+11.9% | $2,551+29.5% |
| Participant deferral / active EE | $8,277 | $4,224+96.0% | $5,098+62.4% | $4,139+100.0% |
| Admin fee / account holder | $9,624 | $9,013+6.8% | $12,098-20.4% | $7,234+33.0% |