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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 | $66,340 | $93,598-29.1% | $135,974-51.2% | $75,173-11.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 17.16% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $3,072 | $3,538-13.2% | $4,859-36.8% | $2,671+15.0% |
| Participant deferral / active EE | $6,309 | $6,405-1.5% | $7,760-18.7% | $4,126+52.9% |
| Admin fee / account holder | $17,178 | $6,978+146.2% | $10,767+59.5% | $5,651+204.0% |