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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 | $70,780 | $115,931-38.9% | $185,441-61.8% | $86,983-18.6% |
| Participation rate | 65.9% | 73.6%-7.7pp | 80.3%-14.4pp | 69.5%-3.6pp |
| Annual return | 19.48% | 21.47%-2.0pp | 20.16%-0.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $3,423 | $2,937+16.5% | $4,672-26.7% | $2,584+32.4% |
| Participant deferral / active EE | $7,694 | $4,551+69.1% | $6,152+25.1% | $4,194+83.5% |
| Admin fee / account holder | $2,498 | $10,687-76.6% | $17,890-86.0% | $7,856-68.2% |