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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 | $60,353 | $101,752-40.7% | $164,928-63.4% | $80,911-25.4% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.6%-2.1pp |
| Annual return | 27.96% | 16.73%+11.2pp | 70.08%-42.1pp | 35.63%-7.7pp |
| Employer contribution / active EE | $2,128 | $2,953-27.9% | $4,343-51.0% | $2,756-22.8% |
| Participant deferral / active EE | $6,738 | $4,477+50.5% | $6,034+11.7% | $4,297+56.8% |
| Admin fee / account holder | $752 | $8,218-90.8% | $12,684-94.1% | $6,935-89.1% |