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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 | $65,173 | $124,425-47.6% | $112,040-41.8% | $137,256-52.5% |
| Participation rate | 59.1% | 79.3%-20.2pp | 76.5%-17.4pp | 80.0%-20.9pp |
| Annual return | 17.22% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,069 | $3,411-10.0% | $2,954+3.9% | $4,156-26.2% |
| Participant deferral / active EE | $4,064 | $5,718-28.9% | $5,098-20.3% | $6,407-36.6% |
| Admin fee / account holder | $9,459 | $15,207-37.8% | $12,098-21.8% | $12,270-22.9% |