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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 | $74,642 | $106,524-29.9% | $152,301-51.0% | $87,485-14.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 17.18% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,799 | $3,371-17.0% | $4,624-39.5% | $2,596+7.8% |
| Participant deferral / active EE | $9,038 | $6,525+38.5% | $8,004+12.9% | $4,274+111.5% |
| Admin fee / account holder | $16,680 | $8,287+101.3% | $14,398+15.9% | $7,775+114.5% |