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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 | $60,925 | $86,940-29.9% | $102,434-40.5% | $80,935-24.7% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.3pp | 67.7%-3.5pp |
| Annual return | 32.21% | 18.89%+13.3pp | 29.46%+2.8pp | 35.66%-3.4pp |
| Employer contribution / active EE | $1,553 | $2,370-34.5% | $3,023-48.6% | $2,757-43.7% |
| Participant deferral / active EE | $4,771 | $4,121+15.8% | $5,055-5.6% | $4,299+11.0% |
| Admin fee / account holder | $6,467 | $8,047-19.6% | $9,462-31.7% | $6,924-6.6% |