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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 | $60,248 | $124,213-51.5% | $118,106-49.0% | $154,746-61.1% |
| Participation rate | 66.7% | 83.6%-16.9pp | 81.9%-15.2pp | 80.7%-14.0pp |
| Annual return | 15.85% | 18.29%-2.4pp | 19.44%-3.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,902 | $4,905-61.2% | $4,698-59.5% | $4,379-56.6% |
| Participant deferral / active EE | $4,884 | $6,859-28.8% | $6,619-26.2% | $6,730-27.4% |
| Admin fee / account holder | $1,227 | $9,627-87.3% | $8,973-86.3% | $14,365-91.5% |