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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 | $76,637 | $106,524-28.1% | $152,301-49.7% | $87,485-12.4% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.4%-15.0pp | 68.9%-1.5pp |
| Annual return | 17.79% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,780 | $3,371-17.6% | $4,624-39.9% | $2,596+7.1% |
| Participant deferral / active EE | $7,716 | $6,525+18.3% | $8,004-3.6% | $4,274+80.5% |
| Admin fee / account holder | $5,224 | $8,287-37.0% | $14,398-63.7% | $7,775-32.8% |