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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 | $59,654 | $124,425-52.1% | $112,040-46.8% | $137,256-56.5% |
| Participation rate | 64.3% | 79.3%-15.0pp | 76.5%-12.2pp | 80.0%-15.7pp |
| Annual return | 17.22% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,947 | $3,411-42.9% | $2,954-34.1% | $4,156-53.2% |
| Participant deferral / active EE | $6,177 | $5,718+8.0% | $5,098+21.2% | $6,407-3.6% |
| Admin fee / account holder | $4,300 | $15,207-71.7% | $12,098-64.5% | $12,270-65.0% |