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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 | $70,471 | $86,050-18.1% | $189,758-62.9% | $94,015-25.0% |
| Participation rate | 53.6% | 68.9%-15.3pp | 79.8%-26.2pp | 70.8%-17.2pp |
| Annual return | 16.54% | 17.77%-1.2pp | 52.62%-36.1pp | 17.84%-1.3pp |
| Employer contribution / active EE | $2,594 | $2,819-8.0% | $4,767-45.6% | $2,790-7.0% |
| Participant deferral / active EE | $7,104 | $3,349+112.1% | $5,856+21.3% | $4,249+67.2% |
| Admin fee / account holder | $460 | $6,627-93.1% | $20,388-97.7% | $8,951-94.9% |