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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 | $81,233-32.6% | $155,567-64.8% | $80,874-32.3% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 12.18% | 33.33%-21.1pp | 64.74%-52.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,156 | $3,101-30.5% | $4,674-53.9% | $2,756-21.7% |
| Participant deferral / active EE | $6,482 | $3,452+87.8% | $5,628+15.2% | $4,297+50.9% |
| Admin fee / account holder | $447 | $7,998-94.4% | $15,916-97.2% | $6,935-93.6% |