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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 | $79,039 | $106,524-25.8% | $152,301-48.1% | $87,485-9.7% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.4%-14.9pp | 68.9%-1.4pp |
| Annual return | 19.67% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $3,265 | $3,371-3.1% | $4,624-29.4% | $2,596+25.8% |
| Participant deferral / active EE | $6,227 | $6,525-4.6% | $8,004-22.2% | $4,274+45.7% |
| Admin fee / account holder | $1,884 | $8,287-77.3% | $14,398-86.9% | $7,775-75.8% |