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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 | $73,894 | $81,504-9.3% | $102,437-27.9% | $80,959-8.7% |
| Participation rate | 55.2% | 66.9%-11.7pp | 74.5%-19.3pp | 67.7%-12.5pp |
| Annual return | 14.11% | 25.60%-11.5pp | 24.95%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,076 | $3,104-33.1% | $3,871-46.4% | $2,757-24.7% |
| Participant deferral / active EE | $3,230 | $3,871-16.6% | $5,060-36.2% | $4,300-24.9% |
| Admin fee / account holder | $57,112 | $6,719+750.0% | $8,388+580.9% | $6,925+724.7% |