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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 | $60,474 | $81,504-25.8% | $102,437-41.0% | $80,959-25.3% |
| Participation rate | 57.4% | 66.9%-9.4pp | 74.5%-17.1pp | 67.7%-10.3pp |
| Annual return | 20.82% | 25.60%-4.8pp | 24.95%-4.1pp | 35.67%-14.8pp |
| Employer contribution / active EE | $2,374 | $3,104-23.5% | $3,871-38.7% | $2,757-13.9% |
| Participant deferral / active EE | $5,872 | $3,871+51.7% | $5,060+16.0% | $4,300+36.5% |
| Admin fee / account holder | $9,475 | $6,719+41.0% | $8,388+13.0% | $6,925+36.8% |