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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 | $58,588 | $254,759-77.0% | $216,567-72.9% | $198,609-70.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 11.90% | 10.04%+1.9pp | 12.94%-1.0pp | 202.70%-190.8pp |
| Employer contribution / active EE | $3,250 | $6,096-46.7% | $5,216-37.7% | $5,055-35.7% |
| Participant deferral / active EE | $12,445 | $6,948+79.1% | $6,191+101.0% | $6,977+78.4% |
| Admin fee / account holder | $1,725 | $26,311-93.4% | $21,981-92.2% | $19,030-90.9% |