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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 | $81,233-21.9% | $155,567-59.2% | $80,874-21.6% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 13.26% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,675 | $3,101-13.7% | $4,674-42.8% | $2,756-2.9% |
| Participant deferral / active EE | $5,872 | $3,452+70.1% | $5,628+4.3% | $4,297+36.6% |
| Admin fee / account holder | $1,986 | $7,998-75.2% | $15,916-87.5% | $6,935-71.4% |