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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 | $70,134 | $106,749-34.3% | $145,433-51.8% | $82,448-14.9% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 15.88% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,186 | $3,444-36.5% | $4,554-52.0% | $2,551-14.3% |
| Participant deferral / active EE | $3,706 | $6,519-43.1% | $7,897-53.1% | $4,139-10.5% |
| Admin fee / account holder | $3,168 | $8,390-62.2% | $13,129-75.9% | $7,234-56.2% |