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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 | $68,739 | $101,795-32.5% | $165,100-58.4% | $80,959-15.1% |
| Participation rate | 61.7% | 71.8%-10.1pp | 78.6%-16.9pp | 67.7%-6.0pp |
| Annual return | 14.01% | 16.73%-2.7pp | 70.21%-56.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,085 | $2,954+4.4% | $4,348-29.0% | $2,757+11.9% |
| Participant deferral / active EE | $4,621 | $4,476+3.2% | $6,035-23.4% | $4,300+7.5% |
| Admin fee / account holder | $7,561 | $8,221-8.0% | $12,696-40.4% | $6,925+9.2% |