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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 | $74,954 | $124,425-39.8% | $112,040-33.1% | $137,256-45.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 18.19% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,236 | $3,411-34.5% | $2,954-24.3% | $4,156-46.2% |
| Participant deferral / active EE | $4,938 | $5,718-13.6% | $5,098-3.1% | $6,407-22.9% |
| Admin fee / account holder | $2,088 | $15,207-86.3% | $12,098-82.7% | $12,270-83.0% |