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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 | $53,760 | $76,551-29.8% | $123,894-56.6% | $62,881-14.5% |
| Participation rate | 67.6% | 73.0%-5.3pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 6.98% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,586 | $2,882-10.3% | $4,617-44.0% | $2,281+13.4% |
| Participant deferral / active EE | $6,415 | $4,840+32.5% | $5,984+7.2% | $3,203+100.3% |
| Admin fee / account holder | $386 | $4,826-92.0% | $8,357-95.4% | $4,296-91.0% |