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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 | $64,675 | $138,386-53.3% | $184,260-64.9% | $80,935-20.1% |
| Participation rate | 68.6% | 83.9%-15.3pp | 86.8%-18.3pp | 67.7%+0.9pp |
| Annual return | 28.38% | 20.02%+8.4pp | 28.84%-0.5pp | 35.66%-7.3pp |
| Employer contribution / active EE | $3,092 | $4,851-36.3% | $6,427-51.9% | $2,757+12.2% |
| Participant deferral / active EE | $5,319 | $7,076-24.8% | $9,133-41.8% | $4,299+23.7% |
| Admin fee / account holder | $2,813 | $10,489-73.2% | $13,898-79.8% | $6,924-59.4% |