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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 | $78,294 | $100,970-22.5% | $96,576-18.9% | $137,256-43.0% |
| Participation rate | 58.8% | 82.6%-23.8pp | 81.4%-22.6pp | 80.0%-21.1pp |
| Annual return | 19.60% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,468 | $3,809-9.0% | $3,553-2.4% | $4,156-16.6% |
| Participant deferral / active EE | $8,205 | $8,286-1.0% | $7,956+3.1% | $6,407+28.1% |
| Admin fee / account holder | $6,474 | $11,312-42.8% | $11,381-43.1% | $12,270-47.2% |