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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 | $62,964 | $77,638-18.9% | $156,551-59.8% | $62,881+0.1% |
| Participation rate | 63.3% | 71.2%-7.9pp | 84.0%-20.7pp | 69.3%-6.0pp |
| Annual return | 7.32% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,053 | $3,444-11.3% | $5,501-44.5% | $2,281+33.9% |
| Participant deferral / active EE | $3,672 | $3,046+20.6% | $4,871-24.6% | $3,203+14.7% |
| Admin fee / account holder | $765 | $5,561-86.2% | $13,028-94.1% | $4,296-82.2% |