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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 | $75,223 | $106,524-29.4% | $152,301-50.6% | $87,485-14.0% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.4%-17.3pp | 68.9%-3.8pp |
| Annual return | 22.17% | 26.89%-4.7pp | 80.50%-58.3pp | 26.06%-3.9pp |
| Employer contribution / active EE | $2,458 | $3,371-27.1% | $4,624-46.9% | $2,596-5.3% |
| Participant deferral / active EE | $3,569 | $6,525-45.3% | $8,004-55.4% | $4,274-16.5% |
| Admin fee / account holder | $28,271 | $8,287+241.2% | $14,398+96.4% | $7,775+263.6% |