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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 | $64,092 | $108,825-41.1% | $156,181-59.0% | $82,448-22.3% |
| Participation rate | 57.6% | 72.4%-14.7pp | 78.8%-21.2pp | 68.1%-10.4pp |
| Annual return | 13.77% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,168 | $2,870-24.5% | $4,294-49.5% | $2,551-15.0% |
| Participant deferral / active EE | $3,878 | $4,577-15.3% | $6,132-36.8% | $4,139-6.3% |
| Admin fee / account holder | $6,874 | $9,341-26.4% | $14,586-52.9% | $7,234-5.0% |