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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 | $63,130 | $95,959-34.2% | $97,411-35.2% | $138,895-54.5% |
| Participation rate | 36.4% | 81.8%-45.5pp | 80.4%-44.0pp | 79.9%-43.6pp |
| Annual return | 24.59% | 29.30%-4.7pp | 34.72%-10.1pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,512 | $4,278-64.7% | $4,210-64.1% | $4,194-63.9% |
| Participant deferral / active EE | $6,241 | $5,876+6.2% | $5,886+6.0% | $6,396-2.4% |
| Admin fee / account holder | $14,333 | $7,555+89.7% | $7,145+100.6% | $12,562+14.1% |