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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 | $78,956 | $106,749-26.0% | $145,433-45.7% | $82,448-4.2% |
| Participation rate | 61.0% | 75.6%-14.7pp | 82.1%-21.1pp | 68.1%-7.1pp |
| Annual return | 18.17% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,439 | $3,444-0.2% | $4,554-24.5% | $2,551+34.8% |
| Participant deferral / active EE | $6,174 | $6,519-5.3% | $7,897-21.8% | $4,139+49.1% |
| Admin fee / account holder | $4,551 | $8,390-45.8% | $13,129-65.3% | $7,234-37.1% |