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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 | $60,185 | $81,358-26.0% | $155,556-61.3% | $80,959-25.7% |
| Participation rate | 63.0% | 66.3%-3.3pp | 78.2%-15.3pp | 67.7%-4.7pp |
| Annual return | 20.74% | 33.39%-12.7pp | 64.84%-44.1pp | 35.67%-14.9pp |
| Employer contribution / active EE | $1,603 | $3,106-48.4% | $4,675-65.7% | $2,757-41.9% |
| Participant deferral / active EE | $2,232 | $3,455-35.4% | $5,631-60.4% | $4,300-48.1% |
| Admin fee / account holder | $1,234 | $7,994-84.6% | $15,885-92.2% | $6,925-82.2% |