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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 | $60,553 | $110,379-45.1% | $102,412-40.9% | $145,884-58.5% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.3pp | 80.3%-17.1pp |
| Annual return | 12.95% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,928 | $4,216-30.6% | $3,870-24.3% | $4,662-37.2% |
| Participant deferral / active EE | $7,003 | $5,622+24.6% | $5,060+38.4% | $6,690+4.7% |
| Admin fee / account holder | $715 | $9,745-92.7% | $8,388-91.5% | $13,392-94.7% |