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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 | $61,160 | $83,485-26.7% | $125,195-51.1% | $72,976-16.2% |
| Participation rate | 65.3% | 73.3%-8.0pp | 79.8%-14.4pp | 69.5%-4.2pp |
| Annual return | 17.24% | 25.77%-8.5pp | 43.79%-26.5pp | 81.02%-63.8pp |
| Employer contribution / active EE | $1,192 | $2,346-49.2% | $3,866-69.2% | $2,440-51.2% |
| Participant deferral / active EE | $2,241 | $3,586-37.5% | $4,937-54.6% | $3,608-37.9% |
| Admin fee / account holder | $5,555 | $5,518+0.7% | $9,704-42.8% | $5,124+8.4% |