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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 | $106,864-32.3% | $147,318-50.9% | $82,637-12.5% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.1%-19.2pp | 68.1%-5.2pp |
| Annual return | 15.73% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,466 | $3,417-27.8% | $4,593-46.3% | $2,552-3.4% |
| Participant deferral / active EE | $7,920 | $6,496+21.9% | $7,906+0.2% | $4,126+91.9% |
| Admin fee / account holder | $16,179 | $8,415+92.3% | $13,708+18.0% | $7,339+120.5% |