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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 | $61,768 | $101,795-39.3% | $165,100-62.6% | $80,959-23.7% |
| Participation rate | 64.9% | 71.8%-7.0pp | 78.6%-13.8pp | 67.7%-2.8pp |
| Annual return | 13.91% | 16.73%-2.8pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,189 | $2,954-25.9% | $4,348-49.7% | $2,757-20.6% |
| Participant deferral / active EE | $5,420 | $4,476+21.1% | $6,035-10.2% | $4,300+26.0% |
| Admin fee / account holder | $418 | $8,221-94.9% | $12,696-96.7% | $6,925-94.0% |