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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 | $77,918 | $136,860-43.1% | $120,344-35.3% | $154,746-49.6% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 14.74% | 21.38%-6.6pp | 20.30%-5.6pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,402 | $3,533-3.7% | $3,020+12.6% | $4,379-22.3% |
| Participant deferral / active EE | $6,283 | $5,793+8.4% | $5,135+22.4% | $6,730-6.7% |
| Admin fee / account holder | $18,723 | $15,393+21.6% | $12,742+46.9% | $14,365+30.3% |