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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 | $64,594 | $106,524-39.4% | $152,301-57.6% | $87,485-26.2% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.4%-13.5pp | 68.9%0pp |
| Annual return | 18.87% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $901 | $3,371-73.3% | $4,624-80.5% | $2,596-65.3% |
| Participant deferral / active EE | $6,064 | $6,525-7.1% | $8,004-24.2% | $4,274+41.9% |
| Admin fee / account holder | $7,450 | $8,287-10.1% | $14,398-48.3% | $7,775-4.2% |