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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 | $86,060 | $136,860-37.1% | $120,344-28.5% | $154,746-44.4% |
| Participation rate | 29.4% | 79.9%-50.5pp | 76.7%-47.3pp | 80.7%-51.3pp |
| Annual return | 16.10% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,684 | $3,533+4.3% | $3,020+22.0% | $4,379-15.9% |
| Participant deferral / active EE | $4,526 | $5,793-21.9% | $5,135-11.9% | $6,730-32.8% |
| Admin fee / account holder | $3,492 | $15,393-77.3% | $12,742-72.6% | $14,365-75.7% |