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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 | $87,547 | $138,393-36.7% | $184,256-52.5% | $80,959+8.1% |
| Participation rate | 61.3% | 83.9%-22.6pp | 86.8%-25.5pp | 67.7%-6.4pp |
| Annual return | 14.12% | 20.01%-5.9pp | 28.85%-14.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,623 | $4,847-45.9% | $6,427-59.2% | $2,757-4.9% |
| Participant deferral / active EE | $5,991 | $7,076-15.3% | $9,133-34.4% | $4,300+39.3% |
| Admin fee / account holder | $15,483 | $10,489+47.6% | $13,899+11.4% | $6,925+123.6% |