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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 | $57,817 | $81,358-28.9% | $155,556-62.8% | $80,959-28.6% |
| Participation rate | 63.3% | 66.3%-2.9pp | 78.2%-14.9pp | 67.7%-4.3pp |
| Annual return | 13.31% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,059 | $3,106-1.5% | $4,675-34.6% | $2,757+10.9% |
| Participant deferral / active EE | $5,694 | $3,455+64.8% | $5,631+1.1% | $4,300+32.4% |
| Admin fee / account holder | $4,726 | $7,994-40.9% | $15,885-70.3% | $6,925-31.8% |