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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 | $124,425-30.8% | $112,040-23.2% | $137,256-37.3% |
| Participation rate | 29.4% | 79.3%-49.9pp | 76.5%-47.1pp | 80.0%-50.5pp |
| Annual return | 16.10% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,684 | $3,411+8.0% | $2,954+24.7% | $4,156-11.4% |
| Participant deferral / active EE | $4,526 | $5,718-20.9% | $5,098-11.2% | $6,407-29.4% |
| Admin fee / account holder | $3,492 | $15,207-77.0% | $12,098-71.1% | $12,270-71.5% |