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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 | $64,725 | $88,672-27.0% | $105,223-38.5% | $82,448-21.5% |
| Participation rate | 62.8% | 67.9%-5.1pp | 75.0%-12.3pp | 68.1%-5.3pp |
| Annual return | 15.75% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,866 | $3,048-6.0% | $3,689-22.3% | $2,551+12.4% |
| Participant deferral / active EE | $6,464 | $4,036+60.2% | $5,072+27.5% | $4,139+56.2% |
| Admin fee / account holder | $2,727 | $7,146-61.8% | $8,859-69.2% | $7,234-62.3% |