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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 | $42,487 | $100,970-57.9% | $96,576-56.0% | $137,256-69.0% |
| Participation rate | 69.2% | 82.6%-13.4pp | 81.4%-12.2pp | 80.0%-10.7pp |
| Annual return | 15.38% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,251 | $3,809-14.6% | $3,553-8.5% | $4,156-21.8% |
| Participant deferral / active EE | $7,514 | $8,286-9.3% | $7,956-5.6% | $6,407+17.3% |
| Admin fee / account holder | $4,693 | $11,312-58.5% | $11,381-58.8% | $12,270-61.8% |