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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 | $74,737 | $106,749-30.0% | $145,433-48.6% | $82,448-9.4% |
| Participation rate | 62.8% | 75.6%-12.9pp | 82.1%-19.3pp | 68.1%-5.3pp |
| Annual return | 14.97% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,957 | $3,444+14.9% | $4,554-13.1% | $2,551+55.1% |
| Participant deferral / active EE | $6,821 | $6,519+4.6% | $7,897-13.6% | $4,139+64.8% |
| Admin fee / account holder | $2,140 | $8,390-74.5% | $13,129-83.7% | $7,234-70.4% |