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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 | $81,233-20.8% | $155,567-58.6% | $80,874-20.4% |
| Participation rate | 52.2% | 66.2%-14.1pp | 78.2%-26.0pp | 67.6%-15.5pp |
| Annual return | 15.39% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,961 | $3,101-4.5% | $4,674-36.7% | $2,756+7.4% |
| Participant deferral / active EE | $5,998 | $3,452+73.7% | $5,628+6.6% | $4,297+39.6% |
| Admin fee / account holder | $477 | $7,998-94.0% | $15,916-97.0% | $6,935-93.1% |