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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 | $54,721 | $81,358-32.7% | $155,556-64.8% | $80,959-32.4% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 12.18% | 33.39%-21.2pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,156 | $3,106-30.6% | $4,675-53.9% | $2,757-21.8% |
| Participant deferral / active EE | $6,482 | $3,455+87.6% | $5,631+15.1% | $4,300+50.7% |
| Admin fee / account holder | $447 | $7,994-94.4% | $15,885-97.2% | $6,925-93.5% |