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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 | $63,488 | $107,809-41.1% | $97,032-34.6% | $155,188-59.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 8.88% | 38.06%-29.2pp | 35.38%-26.5pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,306 | $2,911-55.1% | $2,629-50.3% | $4,248-69.3% |
| Participant deferral / active EE | $7,538 | $5,129+47.0% | $4,672+61.3% | $6,531+15.4% |
| Admin fee / account holder | $1,437 | $10,717-86.6% | $9,418-84.7% | $14,480-90.1% |