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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 | $76,466 | $95,453-19.9% | $112,040-31.8% | $82,448-7.3% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.5%-14.7pp | 68.1%-6.3pp |
| Annual return | 14.95% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,853 | $2,318+23.1% | $2,954-3.4% | $2,551+11.8% |
| Participant deferral / active EE | $4,576 | $4,224+8.3% | $5,098-10.2% | $4,139+10.6% |
| Admin fee / account holder | $1,087 | $9,013-87.9% | $12,098-91.0% | $7,234-85.0% |