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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 | $78,162 | $136,860-42.9% | $120,344-35.1% | $154,746-49.5% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 14.83% | 21.38%-6.6pp | 20.30%-5.5pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,430 | $3,533-31.2% | $3,020-19.5% | $4,379-44.5% |
| Participant deferral / active EE | $5,106 | $5,793-11.9% | $5,135-0.6% | $6,730-24.1% |
| Admin fee / account holder | $566 | $15,393-96.3% | $12,742-95.6% | $14,365-96.1% |