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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 | $59,772 | $106,864-44.1% | $147,318-59.4% | $82,637-27.7% |
| Participation rate | 58.7% | 75.5%-16.8pp | 82.1%-23.3pp | 68.1%-9.3pp |
| Annual return | 16.18% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $3,419 | $3,417+0.1% | $4,593-25.6% | $2,552+34.0% |
| Participant deferral / active EE | $7,519 | $6,496+15.8% | $7,906-4.9% | $4,126+82.2% |
| Admin fee / account holder | $11,828 | $8,415+40.6% | $13,708-13.7% | $7,339+61.2% |