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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 | $60,616 | $89,515-32.3% | $103,065-41.2% | $80,959-25.1% |
| Participation rate | 44.1% | 76.0%-31.9pp | 80.6%-36.4pp | 67.7%-23.6pp |
| Annual return | 42.90% | 22.82%+20.1pp | 23.95%+18.9pp | 35.67%+7.2pp |
| Employer contribution / active EE | $1,564 | $4,015-61.0% | $4,675-66.5% | $2,757-43.3% |
| Participant deferral / active EE | $3,470 | $5,463-36.5% | $6,625-47.6% | $4,300-19.3% |
| Admin fee / account holder | $3,560 | $6,527-45.5% | $9,349-61.9% | $6,925-48.6% |