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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 | $60,877 | $80,983-24.8% | $96,544-36.9% | $75,177-19.0% |
| Participation rate | 56.6% | 71.8%-15.2pp | 76.0%-19.4pp | 67.2%-10.6pp |
| Annual return | 17.30% | 27.05%-9.8pp | 25.88%-8.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $2,796 | $2,282+22.5% | $2,966-5.7% | $2,671+4.7% |
| Participant deferral / active EE | $7,105 | $3,929+80.9% | $4,851+46.4% | $4,126+72.2% |
| Admin fee / account holder | $3,209 | $6,717-52.2% | $8,254-61.1% | $5,651-43.2% |