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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 | $72,800 | $89,515-18.7% | $103,065-29.4% | $80,959-10.1% |
| Participation rate | 44.8% | 76.0%-31.2pp | 80.6%-35.7pp | 67.7%-22.8pp |
| Annual return | 21.55% | 22.82%-1.3pp | 23.95%-2.4pp | 35.67%-14.1pp |
| Employer contribution / active EE | $6,321 | $4,015+57.4% | $4,675+35.2% | $2,757+129.2% |
| Participant deferral / active EE | $8,464 | $5,463+54.9% | $6,625+27.8% | $4,300+96.8% |
| Admin fee / account holder | $3,856 | $6,527-40.9% | $9,349-58.8% | $6,925-44.3% |