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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 | $63,988 | $108,825-41.2% | $156,181-59.0% | $82,448-22.4% |
| Participation rate | 65.1% | 72.4%-7.3pp | 78.8%-13.7pp | 68.1%-3.0pp |
| Annual return | 14.81% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,433 | $2,870-50.1% | $4,294-66.6% | $2,551-43.8% |
| Participant deferral / active EE | $5,125 | $4,577+12.0% | $6,132-16.4% | $4,139+23.8% |
| Admin fee / account holder | $7,160 | $9,341-23.3% | $14,586-50.9% | $7,234-1.0% |