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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 | $75,759 | $95,453-20.6% | $112,040-32.4% | $82,448-8.1% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.5%-13.3pp | 68.1%-4.9pp |
| Annual return | 16.59% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,886 | $2,318-18.6% | $2,954-36.1% | $2,551-26.1% |
| Participant deferral / active EE | $4,397 | $4,224+4.1% | $5,098-13.7% | $4,139+6.2% |
| Admin fee / account holder | $17,089 | $9,013+89.6% | $12,098+41.3% | $7,234+136.2% |