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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 | $110,137-35.7% | $161,149-56.1% | $82,637-14.3% |
| Participation rate | 65.9% | 72.4%-6.4pp | 78.8%-12.9pp | 68.1%-2.1pp |
| Annual return | 19.48% | 20.69%-1.2pp | 21.16%-1.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $3,423 | $2,856+19.8% | $4,360-21.5% | $2,552+34.1% |
| Participant deferral / active EE | $7,694 | $4,575+68.2% | $6,153+25.0% | $4,126+86.5% |
| Admin fee / account holder | $2,498 | $9,467-73.6% | $15,194-83.6% | $7,339-66.0% |