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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 | $65,823 | $81,233-19.0% | $155,567-57.7% | $80,874-18.6% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 14.11% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,828 | $3,101-41.0% | $4,674-60.9% | $2,756-33.7% |
| Participant deferral / active EE | $6,690 | $3,452+93.8% | $5,628+18.9% | $4,297+55.7% |
| Admin fee / account holder | $17,565 | $7,998+119.6% | $15,916+10.4% | $6,935+153.3% |