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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 | $61,422 | $124,980-50.9% | $108,359-43.3% | $154,746-60.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 15.62% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $5,012 | $2,851+75.8% | $2,399+108.9% | $4,379+14.5% |
| Participant deferral / active EE | $10,333 | $4,743+117.9% | $4,137+149.8% | $6,730+53.5% |
| Admin fee / account holder | $477 | $11,502-95.9% | $9,741-95.1% | $14,365-96.7% |