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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 | $67,896 | $76,551-11.3% | $123,894-45.2% | $62,881+8.0% |
| Participation rate | 69.0% | 73.0%-4.0pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 6.35% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,145 | $2,882-60.3% | $4,617-75.2% | $2,281-49.8% |
| Participant deferral / active EE | $5,144 | $4,840+6.3% | $5,984-14.0% | $3,203+60.6% |
| Admin fee / account holder | $615 | $4,826-87.3% | $8,357-92.6% | $4,296-85.7% |