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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 | $72,317 | $106,524-32.1% | $152,301-52.5% | $87,485-17.3% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.4%-19.6pp | 68.9%-6.1pp |
| Annual return | 15.73% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,466 | $3,371-26.9% | $4,624-46.7% | $2,596-5.0% |
| Participant deferral / active EE | $7,920 | $6,525+21.4% | $8,004-1.1% | $4,274+85.3% |
| Admin fee / account holder | $16,179 | $8,287+95.2% | $14,398+12.4% | $7,775+108.1% |