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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 | $71,909 | $95,453-24.7% | $112,040-35.8% | $82,448-12.8% |
| Participation rate | 60.4% | 72.8%-12.3pp | 76.5%-16.1pp | 68.1%-7.7pp |
| Annual return | 15.98% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,328 | $2,318+0.4% | $2,954-21.2% | $2,551-8.7% |
| Participant deferral / active EE | $5,891 | $4,224+39.5% | $5,098+15.6% | $4,139+42.3% |
| Admin fee / account holder | $17,268 | $9,013+91.6% | $12,098+42.7% | $7,234+138.7% |