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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 | $70,941 | $124,213-42.9% | $118,106-39.9% | $154,746-54.2% |
| Participation rate | 62.5% | 83.6%-21.1pp | 81.9%-19.4pp | 80.7%-18.2pp |
| Annual return | 19.11% | 18.29%+0.8pp | 19.44%-0.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,164 | $4,905-35.5% | $4,698-32.7% | $4,379-27.8% |
| Participant deferral / active EE | $4,458 | $6,859-35.0% | $6,619-32.7% | $6,730-33.8% |
| Admin fee / account holder | $4,197 | $9,627-56.4% | $8,973-53.2% | $14,365-70.8% |