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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 | $67,369 | $126,661-46.8% | $113,397-40.6% | $138,895-51.5% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.5%-15.4pp | 79.9%-18.8pp |
| Annual return | 14.06% | 25.05%-11.0pp | 23.20%-9.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,279 | $3,456-34.1% | $2,977-23.5% | $4,194-45.7% |
| Participant deferral / active EE | $5,548 | $5,693-2.5% | $5,076+9.3% | $6,396-13.3% |
| Admin fee / account holder | $3,173 | $14,549-78.2% | $11,957-73.5% | $12,562-74.7% |