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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 | $106,864-30.5% | $147,318-49.6% | $82,637-10.1% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 15.75% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,572 | $3,417+4.5% | $4,593-22.2% | $2,552+40.0% |
| Participant deferral / active EE | $6,926 | $6,496+6.6% | $7,906-12.4% | $4,126+67.9% |
| Admin fee / account holder | $7,025 | $8,415-16.5% | $13,708-48.7% | $7,339-4.3% |