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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 | $58,636 | $72,273-18.9% | $101,275-42.1% | $79,856-26.6% |
| Participation rate | 63.2% | 68.5%-5.3pp | 75.8%-12.7pp | 69.6%-6.5pp |
| Annual return | 24.58% | 22.30%+2.3pp | 46.48%-21.9pp | 31.71%-7.1pp |
| Employer contribution / active EE | $2,632 | $2,691-2.2% | $3,660-28.1% | $2,471+6.5% |
| Participant deferral / active EE | $1,527 | $3,282-53.5% | $4,371-65.1% | $3,741-59.2% |
| Admin fee / account holder | $1,438 | $4,401-67.3% | $5,948-75.8% | $5,306-72.9% |