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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 | $68,620 | $93,064-26.3% | $74,577-8.0% | $273,972-75.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 11.75% | 26.18%-14.4pp | 20.47%-8.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $3,061 | $3,160-3.1% | $2,525+21.2% | $4,869-37.1% |
| Participant deferral / active EE | $6,976 | $4,160+67.7% | $3,458+101.7% | $5,287+31.9% |
| Admin fee / account holder | $1,625 | $5,273-69.2% | $4,138-60.7% | $10,133-84.0% |