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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 | $67,079 | $93,598-28.3% | $135,974-50.7% | $75,173-10.8% |
| Participation rate | 61.9% | 75.2%-13.3pp | 81.9%-20.0pp | 67.2%-5.3pp |
| Annual return | 23.36% | 30.89%-7.5pp | 68.30%-44.9pp | 160.72%-137.4pp |
| Employer contribution / active EE | $4,076 | $3,538+15.2% | $4,859-16.1% | $2,671+52.6% |
| Participant deferral / active EE | $7,274 | $6,405+13.6% | $7,760-6.3% | $4,126+76.3% |
| Admin fee / account holder | $2,344 | $6,978-66.4% | $10,767-78.2% | $5,651-58.5% |