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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 | $60,439 | $124,980-51.6% | $108,359-44.2% | $154,746-60.9% |
| Participation rate | 64.3% | 75.2%-10.9pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 21.15% | 45.00%-23.9pp | 36.89%-15.7pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,874 | $2,851-34.3% | $2,399-21.9% | $4,379-57.2% |
| Participant deferral / active EE | $5,689 | $4,743+19.9% | $4,137+37.5% | $6,730-15.5% |
| Admin fee / account holder | $365 | $11,502-96.8% | $9,741-96.3% | $14,365-97.5% |