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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 | $64,365 | $79,955-19.5% | $98,461-34.6% | $75,173-14.4% |
| Participation rate | 55.6% | 70.4%-14.8pp | 75.2%-19.6pp | 67.2%-11.6pp |
| Annual return | 19.33% | 19.75%-0.4pp | 21.17%-1.8pp | 160.72%-141.4pp |
| Employer contribution / active EE | $2,122 | $2,264-6.3% | $3,049-30.4% | $2,671-20.6% |
| Participant deferral / active EE | $5,482 | $3,752+46.1% | $4,738+15.7% | $4,126+32.9% |
| Admin fee / account holder | $809 | $6,841-88.2% | $8,961-91.0% | $5,651-85.7% |