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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 | $106,524-43.3% | $152,301-60.4% | $87,485-31.0% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.4%-23.3pp | 68.9%-9.7pp |
| Annual return | 15.79% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,027 | $3,371-10.2% | $4,624-34.5% | $2,596+16.6% |
| Participant deferral / active EE | $6,323 | $6,525-3.1% | $8,004-21.0% | $4,274+48.0% |
| Admin fee / account holder | $1,442 | $8,287-82.6% | $14,398-90.0% | $7,775-81.5% |