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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 | $78,197-18.2% | $98,090-34.8% | $82,637-22.6% |
| Participation rate | 64.9% | 77.5%-12.6pp | 81.5%-16.7pp | 68.1%-3.2pp |
| Annual return | 15.29% | 40.25%-25.0pp | 37.05%-21.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,406 | $2,605-7.6% | $3,606-33.3% | $2,552-5.7% |
| Participant deferral / active EE | $4,905 | $6,636-26.1% | $7,845-37.5% | $4,126+18.9% |
| Admin fee / account holder | $4,930 | $14,832-66.8% | $11,815-58.3% | $7,339-32.8% |