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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 | $63,139 | $88,360-28.5% | $145,433-56.6% | $67,986-7.1% |
| Participation rate | 52.5% | 65.5%-13.0pp | 82.1%-29.6pp | 57.2%-4.7pp |
| Annual return | 15.69% | 63.15%-47.5pp | 66.58%-50.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $2,529 | $3,054-17.2% | $4,554-44.5% | $2,019+25.3% |
| Participant deferral / active EE | $5,582 | $5,932-5.9% | $7,897-29.3% | $3,358+66.2% |
| Admin fee / account holder | $5,508 | $3,313+66.2% | $13,129-58.0% | $3,203+72.0% |