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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 | $58,304 | $84,953-31.4% | $163,379-64.3% | $82,637-29.4% |
| Participation rate | 64.6% | 65.9%-1.4pp | 76.8%-12.2pp | 68.1%-3.5pp |
| Annual return | 16.99% | 23.07%-6.1pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,409 | $2,183+10.4% | $3,752-35.8% | $2,552-5.6% |
| Participant deferral / active EE | $5,304 | $4,326+22.6% | $6,282-15.6% | $4,126+28.5% |
| Admin fee / account holder | $492 | $7,921-93.8% | $9,818-95.0% | $7,339-93.3% |