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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 | $68,071 | $103,966-34.5% | $112,899-39.7% | $75,173-9.4% |
| Participation rate | 60.7% | 75.7%-15.0pp | 80.5%-19.8pp | 67.2%-6.5pp |
| Annual return | 20.30% | 24.54%-4.2pp | 34.11%-13.8pp | 160.72%-140.4pp |
| Employer contribution / active EE | $3,614 | $3,870-6.6% | $4,566-20.9% | $2,671+35.3% |
| Participant deferral / active EE | $6,233 | $5,456+14.2% | $6,516-4.3% | $4,126+51.0% |
| Admin fee / account holder | $1,207 | $7,663-84.2% | $7,047-82.9% | $5,651-78.6% |