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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 | $62,947 | $99,875-37.0% | $146,866-57.1% | $86,983-27.6% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.5%-14.0pp | 69.5%-1.0pp |
| Annual return | 14.83% | 28.10%-13.3pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $2,151 | $3,224-33.3% | $4,425-51.4% | $2,584-16.8% |
| Participant deferral / active EE | $4,382 | $6,322-30.7% | $7,759-43.5% | $4,194+4.5% |
| Admin fee / account holder | $6,609 | $7,838-15.7% | $13,620-51.5% | $7,856-15.9% |