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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 | $72,918 | $99,633-26.8% | $183,328-60.2% | $82,448-11.6% |
| Participation rate | 63.4% | 70.8%-7.3pp | 77.3%-13.9pp | 68.1%-4.7pp |
| Annual return | 15.81% | 17.84%-2.0pp | 29.67%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,233 | $3,256-0.7% | $5,055-36.0% | $2,551+26.7% |
| Participant deferral / active EE | $4,000 | $4,938-19.0% | $6,795-41.1% | $4,139-3.4% |
| Admin fee / account holder | $3,463 | $9,934-65.1% | $21,427-83.8% | $7,234-52.1% |