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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 | $74,264 | $106,749-30.4% | $145,433-48.9% | $82,448-9.9% |
| Participation rate | 64.1% | 75.6%-11.5pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 15.75% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,572 | $3,444+3.7% | $4,554-21.6% | $2,551+40.0% |
| Participant deferral / active EE | $6,926 | $6,519+6.3% | $7,897-12.3% | $4,139+67.3% |
| Admin fee / account holder | $7,025 | $8,390-16.3% | $13,129-46.5% | $7,234-2.9% |