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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 | $66,977 | $143,969-53.5% | $199,883-66.5% | $82,637-19.0% |
| Participation rate | 69.1% | 84.1%-15.0pp | 86.8%-17.6pp | 68.1%+1.1pp |
| Annual return | 16.46% | 25.67%-9.2pp | 43.81%-27.3pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,767 | $4,632-40.3% | $6,261-55.8% | $2,552+8.4% |
| Participant deferral / active EE | $5,267 | $6,937-24.1% | $9,138-42.4% | $4,126+27.6% |
| Admin fee / account holder | $2,417 | $14,597-83.4% | $17,268-86.0% | $7,339-67.1% |