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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 | $108,825-32.2% | $156,181-52.7% | $82,448-10.5% |
| Participation rate | 67.3% | 72.4%-5.1pp | 78.8%-11.6pp | 68.1%-0.8pp |
| Annual return | 18.25% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,945 | $2,870+2.6% | $4,294-31.4% | $2,551+15.4% |
| Participant deferral / active EE | $4,644 | $4,577+1.4% | $6,132-24.3% | $4,139+12.2% |
| Admin fee / account holder | $2,147 | $9,341-77.0% | $14,586-85.3% | $7,234-70.3% |