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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 | $68,064 | $101,798-33.1% | $165,071-58.8% | $80,935-15.9% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.7%-6.1pp |
| Annual return | 11.31% | 16.73%-5.4pp | 70.17%-58.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $5,038 | $2,954+70.5% | $4,347+15.9% | $2,757+82.8% |
| Participant deferral / active EE | $2,119 | $4,476-52.7% | $6,035-64.9% | $4,299-50.7% |
| Admin fee / account holder | $4,859 | $8,221-40.9% | $12,695-61.7% | $6,924-29.8% |