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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 | $65,003 | $101,795-36.1% | $165,100-60.6% | $80,959-19.7% |
| Participation rate | 61.3% | 71.8%-10.5pp | 78.6%-17.3pp | 67.7%-6.4pp |
| Annual return | 11.39% | 16.73%-5.3pp | 70.21%-58.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,508 | $2,954-15.1% | $4,348-42.3% | $2,757-9.0% |
| Participant deferral / active EE | $6,140 | $4,476+37.2% | $6,035+1.7% | $4,300+42.8% |
| Admin fee / account holder | $9,607 | $8,221+16.9% | $12,696-24.3% | $6,925+38.7% |