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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 | $64,362 | $81,276-20.8% | $155,574-58.6% | $80,925-20.5% |
| Participation rate | 52.2% | 66.2%-14.1pp | 78.2%-26.0pp | 67.7%-15.5pp |
| Annual return | 15.39% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,961 | $3,103-4.6% | $4,676-36.7% | $2,756+7.4% |
| Participant deferral / active EE | $5,998 | $3,453+73.7% | $5,629+6.5% | $4,299+39.5% |
| Admin fee / account holder | $477 | $7,993-94.0% | $15,914-97.0% | $6,940-93.1% |