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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 | $63,950 | $78,520-18.6% | $96,576-33.8% | $82,448-22.4% |
| Participation rate | 64.9% | 77.7%-12.9pp | 81.4%-16.6pp | 68.1%-3.2pp |
| Annual return | 15.29% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,406 | $2,630-8.5% | $3,553-32.3% | $2,551-5.7% |
| Participant deferral / active EE | $4,905 | $6,754-27.4% | $7,956-38.4% | $4,139+18.5% |
| Admin fee / account holder | $4,930 | $13,455-63.4% | $11,381-56.7% | $7,234-31.9% |