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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 | $55,463 | $106,864-48.1% | $147,318-62.4% | $82,637-32.9% |
| Participation rate | 63.4% | 75.5%-12.1pp | 82.1%-18.7pp | 68.1%-4.6pp |
| Annual return | 14.27% | 27.49%-13.2pp | 70.43%-56.2pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,775 | $3,417-48.0% | $4,593-61.4% | $2,552-30.4% |
| Participant deferral / active EE | $5,613 | $6,496-13.6% | $7,906-29.0% | $4,126+36.0% |
| Admin fee / account holder | $5,665 | $8,415-32.7% | $13,708-58.7% | $7,339-22.8% |