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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 | $95,404-43.4% | $113,397-52.4% | $82,637-34.7% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.5%-13.3pp | 68.1%-4.9pp |
| Annual return | 15.53% | 19.08%-3.5pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,026 | $2,307-12.2% | $2,977-32.0% | $2,552-20.6% |
| Participant deferral / active EE | $5,416 | $4,220+28.4% | $5,076+6.7% | $4,126+31.3% |
| Admin fee / account holder | $6,943 | $9,168-24.3% | $11,957-41.9% | $7,339-5.4% |