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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 | $106,524-25.9% | $152,301-48.2% | $87,485-9.7% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.4%-21.5pp | 68.9%-8.0pp |
| Annual return | 18.17% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,439 | $3,371+2.0% | $4,624-25.6% | $2,596+32.5% |
| Participant deferral / active EE | $6,174 | $6,525-5.4% | $8,004-22.9% | $4,274+44.5% |
| Admin fee / account holder | $4,551 | $8,287-45.1% | $14,398-68.4% | $7,775-41.5% |