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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 | $63,554 | $106,749-40.5% | $145,433-56.3% | $82,448-22.9% |
| Participation rate | 64.7% | 75.6%-10.9pp | 82.1%-17.4pp | 68.1%-3.4pp |
| Annual return | 19.58% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,412 | $3,444-30.0% | $4,554-47.0% | $2,551-5.5% |
| Participant deferral / active EE | $6,258 | $6,519-4.0% | $7,897-20.8% | $4,139+51.2% |
| Admin fee / account holder | $5,657 | $8,390-32.6% | $13,129-56.9% | $7,234-21.8% |