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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 | $64,410 | $106,864-39.7% | $147,318-56.3% | $82,637-22.1% |
| Participation rate | 61.8% | 75.5%-13.7pp | 82.1%-20.3pp | 68.1%-6.3pp |
| Annual return | 18.44% | 27.49%-9.0pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $3,455 | $3,417+1.1% | $4,593-24.8% | $2,552+35.4% |
| Participant deferral / active EE | $6,737 | $6,496+3.7% | $7,906-14.8% | $4,126+63.3% |
| Admin fee / account holder | $1,708 | $8,415-79.7% | $13,708-87.5% | $7,339-76.7% |