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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 | $72,944 | $78,015-6.5% | $178,505-59.1% | $80,959-9.9% |
| Participation rate | 59.6% | 65.7%-6.1pp | 77.1%-17.5pp | 67.7%-8.1pp |
| Annual return | 21.88% | 18.10%+3.8pp | 27.16%-5.3pp | 35.67%-13.8pp |
| Employer contribution / active EE | $3,289 | $2,281+44.2% | $3,955-16.8% | $2,757+19.3% |
| Participant deferral / active EE | $7,093 | $4,406+61.0% | $6,280+12.9% | $4,300+64.9% |
| Admin fee / account holder | $3,757 | $7,160-47.5% | $10,428-64.0% | $6,925-45.8% |