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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 | $69,943 | $97,550-28.3% | $120,344-41.9% | $87,485-20.1% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.7%-8.9pp | 68.9%-1.1pp |
| Annual return | 12.98% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,135 | $2,291-6.8% | $3,020-29.3% | $2,596-17.8% |
| Participant deferral / active EE | $2,647 | $4,230-37.4% | $5,135-48.5% | $4,274-38.1% |
| Admin fee / account holder | $14,659 | $9,543+53.6% | $12,742+15.0% | $7,775+88.5% |