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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 | $71,399 | $81,476-12.4% | $102,383-30.3% | $80,925-11.8% |
| Participation rate | 29.4% | 66.8%-37.4pp | 74.5%-45.1pp | 67.7%-38.2pp |
| Annual return | 12.90% | 25.59%-12.7pp | 24.94%-12.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,400 | $3,105+9.5% | $3,870-12.1% | $2,756+23.4% |
| Participant deferral / active EE | $5,616 | $3,871+45.1% | $5,060+11.0% | $4,299+30.7% |
| Admin fee / account holder | $5,241 | $6,717-22.0% | $8,391-37.5% | $6,940-24.5% |