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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 | $53,899 | $106,749-49.5% | $145,433-62.9% | $82,448-34.6% |
| Participation rate | 63.3% | 75.6%-12.3pp | 82.1%-18.8pp | 68.1%-4.7pp |
| Annual return | 18.35% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,575 | $3,444-25.3% | $4,554-43.5% | $2,551+0.9% |
| Participant deferral / active EE | $5,712 | $6,519-12.4% | $7,897-27.7% | $4,139+38.0% |
| Admin fee / account holder | $981 | $8,390-88.3% | $13,129-92.5% | $7,234-86.4% |