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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 | $30,457 | $124,425-75.5% | $112,040-72.8% | $137,256-77.8% |
| Participation rate | 69.6% | 79.3%-9.7pp | 76.5%-6.9pp | 80.0%-10.4pp |
| Annual return | 19.04% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,620 | $3,411-23.2% | $2,954-11.3% | $4,156-37.0% |
| Participant deferral / active EE | $5,313 | $5,718-7.1% | $5,098+4.2% | $6,407-17.1% |
| Admin fee / account holder | $5,834 | $15,207-61.6% | $12,098-51.8% | $12,270-52.5% |