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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 | $54,002 | $95,453-43.4% | $112,040-51.8% | $82,448-34.5% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.5%-13.3pp | 68.1%-4.9pp |
| Annual return | 15.53% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,026 | $2,318-12.6% | $2,954-31.4% | $2,551-20.6% |
| Participant deferral / active EE | $5,416 | $4,224+28.2% | $5,098+6.3% | $4,139+30.9% |
| Admin fee / account holder | $6,943 | $9,013-23.0% | $12,098-42.6% | $7,234-4.0% |