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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 | $59,378 | $106,749-44.4% | $145,433-59.2% | $82,448-28.0% |
| Participation rate | 69.6% | 75.6%-6.1pp | 82.1%-12.6pp | 68.1%+1.5pp |
| Annual return | 16.00% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,766 | $3,444-19.7% | $4,554-39.3% | $2,551+8.4% |
| Participant deferral / active EE | $7,350 | $6,519+12.8% | $7,897-6.9% | $4,139+77.6% |
| Admin fee / account holder | $4,764 | $8,390-43.2% | $13,129-63.7% | $7,234-34.1% |