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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 | $67,369 | $124,425-45.9% | $112,040-39.9% | $137,256-50.9% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.5%-15.4pp | 80.0%-18.8pp |
| Annual return | 14.06% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,279 | $3,411-33.2% | $2,954-22.9% | $4,156-45.2% |
| Participant deferral / active EE | $5,548 | $5,718-3.0% | $5,098+8.8% | $6,407-13.4% |
| Admin fee / account holder | $3,173 | $15,207-79.1% | $12,098-73.8% | $12,270-74.1% |