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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 | $56,530 | $81,358-30.5% | $155,556-63.7% | $80,959-30.2% |
| Participation rate | 58.8% | 66.3%-7.4pp | 78.2%-19.4pp | 67.7%-8.8pp |
| Annual return | 17.35% | 33.39%-16.0pp | 64.84%-47.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,018 | $3,106-2.9% | $4,675-35.5% | $2,757+9.5% |
| Participant deferral / active EE | $5,120 | $3,455+48.2% | $5,631-9.1% | $4,300+19.1% |
| Admin fee / account holder | $2,521 | $7,994-68.5% | $15,885-84.1% | $6,925-63.6% |