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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 | $86,919-29.9% | $102,457-40.5% | $80,911-24.7% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.3pp | 67.6%-3.5pp |
| Annual return | 32.21% | 18.90%+13.3pp | 29.41%+2.8pp | 35.63%-3.4pp |
| Employer contribution / active EE | $1,553 | $2,368-34.4% | $3,022-48.6% | $2,756-43.6% |
| Participant deferral / active EE | $4,771 | $4,119+15.8% | $5,054-5.6% | $4,297+11.0% |
| Admin fee / account holder | $6,467 | $8,049-19.7% | $9,451-31.6% | $6,935-6.7% |