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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 | $45,362 | $126,661-64.2% | $113,397-60.0% | $138,895-67.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 21.81% | 25.05%-3.2pp | 23.20%-1.4pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,017 | $3,456-12.7% | $2,977+1.3% | $4,194-28.1% |
| Participant deferral / active EE | $4,278 | $5,693-24.8% | $5,076-15.7% | $6,396-33.1% |
| Admin fee / account holder | $1,197 | $14,549-91.8% | $11,957-90.0% | $12,562-90.5% |