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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 | $73,814 | $114,712-35.7% | $173,730-57.5% | $87,485-15.6% |
| Participation rate | 67.3% | 73.0%-5.7pp | 79.6%-12.3pp | 68.9%-1.7pp |
| Annual return | 18.25% | 20.18%-1.9pp | 19.96%-1.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,945 | $2,904+1.4% | $4,577-35.7% | $2,596+13.4% |
| Participant deferral / active EE | $4,644 | $4,6420% | $6,326-26.6% | $4,274+8.7% |
| Admin fee / account holder | $2,147 | $10,210-79.0% | $17,523-87.7% | $7,775-72.4% |