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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 | $59,621 | $93,598-36.3% | $135,974-56.2% | $75,173-20.7% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.5pp |
| Annual return | 19.44% | 30.89%-11.4pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,376 | $3,538-32.9% | $4,859-51.1% | $2,671-11.1% |
| Participant deferral / active EE | $7,077 | $6,405+10.5% | $7,760-8.8% | $4,126+71.5% |
| Admin fee / account holder | $576 | $6,978-91.7% | $10,767-94.6% | $5,651-89.8% |