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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 | $75,298 | $108,825-30.8% | $156,181-51.8% | $82,448-8.7% |
| Participation rate | 65.6% | 72.4%-6.7pp | 78.8%-13.2pp | 68.1%-2.4pp |
| Annual return | 18.97% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,306 | $2,870+15.2% | $4,294-23.0% | $2,551+29.6% |
| Participant deferral / active EE | $6,443 | $4,577+40.8% | $6,132+5.1% | $4,139+55.7% |
| Admin fee / account holder | $3,264 | $9,341-65.1% | $14,586-77.6% | $7,234-54.9% |