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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 | $66,234 | $107,733-38.5% | $92,985-28.8% | $154,746-57.2% |
| Participation rate | 55.6% | 74.6%-19.0pp | 69.5%-13.9pp | 80.7%-25.1pp |
| Annual return | 13.31% | 30.39%-17.1pp | 27.99%-14.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,415 | $3,126-54.7% | $2,662-46.9% | $4,379-67.7% |
| Participant deferral / active EE | $6,094 | $5,053+20.6% | $4,377+39.2% | $6,730-9.4% |
| Admin fee / account holder | $1,442 | $11,369-87.3% | $9,463-84.8% | $14,365-90.0% |