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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 | $60,370 | $65,378-7.7% | $87,103-30.7% | $65,186-7.4% |
| Participation rate | 60.6% | 75.3%-14.8pp | 76.9%-16.3pp | 70.2%-9.6pp |
| Annual return | 23.01% | 31.28%-8.3pp | 28.19%-5.2pp | 29.39%-6.4pp |
| Employer contribution / active EE | $2,386 | $1,823+30.9% | $2,521-5.4% | $2,177+9.6% |
| Participant deferral / active EE | $5,509 | $3,389+62.6% | $4,049+36.1% | $3,514+56.8% |
| Admin fee / account holder | $5,095 | $520+880.2% | $7,491-32.0% | $847+501.4% |