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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 | $60,376 | $106,749-43.4% | $145,433-58.5% | $82,448-26.8% |
| Participation rate | 59.2% | 75.6%-16.5pp | 82.1%-22.9pp | 68.1%-8.9pp |
| Annual return | 15.79% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,027 | $3,444-12.1% | $4,554-33.5% | $2,551+18.7% |
| Participant deferral / active EE | $6,323 | $6,519-3.0% | $7,897-19.9% | $4,139+52.8% |
| Admin fee / account holder | $1,442 | $8,390-82.8% | $13,129-89.0% | $7,234-80.1% |