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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 | $63,792 | $93,589-31.8% | $135,942-53.1% | $75,181-15.1% |
| Participation rate | 68.2% | 75.2%-7.0pp | 81.9%-13.7pp | 67.2%+1.0pp |
| Annual return | 18.54% | 30.90%-12.4pp | 68.28%-49.7pp | 160.69%-142.1pp |
| Employer contribution / active EE | $2,507 | $3,537-29.1% | $4,858-48.4% | $2,671-6.1% |
| Participant deferral / active EE | $6,902 | $6,405+7.8% | $7,759-11.0% | $4,126+67.3% |
| Admin fee / account holder | $5,687 | $6,977-18.5% | $10,764-47.2% | $5,650+0.6% |