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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 | $63,413 | $81,331-22.0% | $155,534-59.2% | $80,935-21.7% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 13.26% | 33.37%-20.1pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,675 | $3,105-13.8% | $4,675-42.8% | $2,757-3.0% |
| Participant deferral / active EE | $5,872 | $3,454+70.0% | $5,630+4.3% | $4,299+36.6% |
| Admin fee / account holder | $1,986 | $7,999-75.2% | $15,900-87.5% | $6,924-71.3% |