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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 | $66,931 | $76,551-12.6% | $123,894-46.0% | $62,881+6.4% |
| Participation rate | 61.8% | 73.0%-11.2pp | 81.4%-19.6pp | 69.3%-7.5pp |
| Annual return | 7.14% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,558 | $2,882-11.3% | $4,617-44.6% | $2,281+12.1% |
| Participant deferral / active EE | $5,620 | $4,840+16.1% | $5,984-6.1% | $3,203+75.5% |
| Admin fee / account holder | $840 | $4,826-82.6% | $8,357-89.9% | $4,296-80.4% |