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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 | $45,744 | $124,425-63.2% | $112,040-59.2% | $137,256-66.7% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 19.94% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,080 | $3,411-9.7% | $2,954+4.3% | $4,156-25.9% |
| Participant deferral / active EE | $7,741 | $5,718+35.4% | $5,098+51.9% | $6,407+20.8% |
| Admin fee / account holder | $3,408 | $15,207-77.6% | $12,098-71.8% | $12,270-72.2% |