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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 | $66,172 | $81,487-18.8% | $102,412-35.4% | $80,935-18.2% |
| Participation rate | 51.4% | 66.8%-15.5pp | 74.5%-23.2pp | 67.7%-16.3pp |
| Annual return | 14.91% | 25.60%-10.7pp | 24.94%-10.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,764 | $3,103-10.9% | $3,870-28.6% | $2,757+0.3% |
| Participant deferral / active EE | $6,936 | $3,871+79.2% | $5,060+37.1% | $4,299+61.3% |
| Admin fee / account holder | $1,199 | $6,717-82.2% | $8,388-85.7% | $6,924-82.7% |