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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 | $65,756 | $101,778-35.4% | $164,975-60.1% | $80,925-18.7% |
| Participation rate | 64.5% | 71.8%-7.3pp | 78.6%-14.1pp | 67.7%-3.1pp |
| Annual return | 14.54% | 16.73%-2.2pp | 70.12%-55.6pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,190 | $2,954-25.8% | $4,343-49.6% | $2,756-20.5% |
| Participant deferral / active EE | $6,481 | $4,477+44.8% | $6,033+7.4% | $4,299+50.8% |
| Admin fee / account holder | $430 | $8,221-94.8% | $12,688-96.6% | $6,940-93.8% |