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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 | $108,825-35.0% | $156,181-54.7% | $82,448-14.2% |
| Participation rate | 65.9% | 72.4%-6.5pp | 78.8%-12.9pp | 68.1%-2.2pp |
| Annual return | 19.48% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,423 | $2,870+19.3% | $4,294-20.3% | $2,551+34.2% |
| Participant deferral / active EE | $7,694 | $4,577+68.1% | $6,132+25.5% | $4,139+85.9% |
| Admin fee / account holder | $2,498 | $9,341-73.3% | $14,586-82.9% | $7,234-65.5% |