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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 | $68,169 | $81,358-16.2% | $155,556-56.2% | $80,959-15.8% |
| Participation rate | 61.9% | 66.3%-4.4pp | 78.2%-16.3pp | 67.7%-5.8pp |
| Annual return | 16.89% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $2,088 | $3,106-32.8% | $4,675-55.3% | $2,757-24.3% |
| Participant deferral / active EE | $3,255 | $3,455-5.8% | $5,631-42.2% | $4,300-24.3% |
| Admin fee / account holder | $2,546 | $7,994-68.2% | $15,885-84.0% | $6,925-63.2% |