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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 | $59,498 | $124,425-52.2% | $112,040-46.9% | $137,256-56.7% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 15.28% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,317 | $3,411-32.1% | $2,954-21.6% | $4,156-44.3% |
| Participant deferral / active EE | $7,941 | $5,718+38.9% | $5,098+55.8% | $6,407+23.9% |
| Admin fee / account holder | $19,561 | $15,207+28.6% | $12,098+61.7% | $12,270+59.4% |