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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 | $58,587 | $72,273-18.9% | $101,275-42.2% | $79,856-26.6% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 18.59% | 22.30%-3.7pp | 46.48%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,656 | $2,691-1.3% | $3,660-27.4% | $2,471+7.5% |
| Participant deferral / active EE | $6,004 | $3,282+83.0% | $4,371+37.4% | $3,741+60.5% |
| Admin fee / account holder | $660 | $4,401-85.0% | $5,948-88.9% | $5,306-87.6% |