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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 | $57,142 | $87,166-34.4% | $76,735-25.5% | $137,256-58.4% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 17.18% | 26.50%-9.3pp | 29.77%-12.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,324 | $2,904+14.4% | $2,454+35.4% | $4,156-20.0% |
| Participant deferral / active EE | $11,197 | $4,726+136.9% | $4,088+173.9% | $6,407+74.8% |
| Admin fee / account holder | $3,414 | $8,403-59.4% | $7,189-52.5% | $12,270-72.2% |