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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 | $106,864-40.5% | $147,318-56.9% | $82,637-23.1% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.1%-17.4pp | 68.1%-3.3pp |
| Annual return | 19.58% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,412 | $3,417-29.4% | $4,593-47.5% | $2,552-5.5% |
| Participant deferral / active EE | $6,258 | $6,496-3.7% | $7,906-20.9% | $4,126+51.7% |
| Admin fee / account holder | $5,657 | $8,415-32.8% | $13,708-58.7% | $7,339-22.9% |