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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 | $61,026 | $106,524-42.7% | $152,301-59.9% | $87,485-30.2% |
| Participation rate | 68.4% | 75.8%-7.3pp | 82.4%-14.0pp | 68.9%-0.5pp |
| Annual return | 14.29% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,190 | $3,371-5.4% | $4,624-31.0% | $2,596+22.9% |
| Participant deferral / active EE | $10,167 | $6,525+55.8% | $8,004+27.0% | $4,274+137.9% |
| Admin fee / account holder | $6,131 | $8,287-26.0% | $14,398-57.4% | $7,775-21.1% |