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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 | $63,307 | $101,778-37.8% | $164,975-61.6% | $80,925-21.8% |
| Participation rate | 56.3% | 71.8%-15.6pp | 78.6%-22.4pp | 67.7%-11.4pp |
| Annual return | 12.38% | 16.73%-4.3pp | 70.12%-57.7pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,061 | $2,954-30.2% | $4,343-52.6% | $2,756-25.2% |
| Participant deferral / active EE | $5,766 | $4,477+28.8% | $6,033-4.4% | $4,299+34.1% |
| Admin fee / account holder | $9,866 | $8,221+20.0% | $12,688-22.2% | $6,940+42.2% |