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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 | $61,411 | $106,524-42.4% | $152,301-59.7% | $87,485-29.8% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.4%-19.3pp | 68.9%-5.8pp |
| Annual return | 21.49% | 26.89%-5.4pp | 80.50%-59.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $3,952 | $3,371+17.2% | $4,624-14.5% | $2,596+52.2% |
| Participant deferral / active EE | $8,802 | $6,525+34.9% | $8,004+10.0% | $4,274+106.0% |
| Admin fee / account holder | $1,735 | $8,287-79.1% | $14,398-88.0% | $7,775-77.7% |