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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 | $138,312-37.8% | $122,979-30.0% | $155,188-44.5% |
| Participation rate | 29.4% | 80.2%-50.8pp | 77.2%-47.8pp | 80.8%-51.4pp |
| Annual return | 16.10% | 22.06%-6.0pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,684 | $3,530+4.4% | $3,062+20.3% | $4,248-13.3% |
| Participant deferral / active EE | $4,526 | $5,592-19.1% | $5,003-9.5% | $6,531-30.7% |
| Admin fee / account holder | $3,492 | $15,089-76.9% | $12,864-72.9% | $14,480-75.9% |