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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 | $62,185 | $106,864-41.8% | $147,318-57.8% | $82,637-24.7% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 18.09% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,374 | $3,417-30.5% | $4,593-48.3% | $2,552-7.0% |
| Participant deferral / active EE | $4,664 | $6,496-28.2% | $7,906-41.0% | $4,126+13.0% |
| Admin fee / account holder | $721 | $8,415-91.4% | $13,708-94.7% | $7,339-90.2% |