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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 | $97,550-26.3% | $120,344-40.2% | $87,485-17.8% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.7%-16.3pp | 68.9%-8.5pp |
| Annual return | 15.98% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,328 | $2,291+1.6% | $3,020-22.9% | $2,596-10.3% |
| Participant deferral / active EE | $5,891 | $4,230+39.3% | $5,135+14.7% | $4,274+37.8% |
| Admin fee / account holder | $17,268 | $9,543+81.0% | $12,742+35.5% | $7,775+122.1% |