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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 | $60,290 | $139,948-56.9% | $121,663-50.4% | $154,746-61.0% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.5%-12.0pp | 80.7%-18.2pp |
| Annual return | 14.48% | 230.52%-216.0pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,549 | $3,521-56.0% | $3,020-48.7% | $4,379-64.6% |
| Participant deferral / active EE | $5,177 | $5,629-8.0% | $4,887+5.9% | $6,730-23.1% |
| Admin fee / account holder | $1,420 | $17,321-91.8% | $14,289-90.1% | $14,365-90.1% |