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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 | $107,666-60.5% | $102,184-58.4% | $154,746-72.5% |
| Participation rate | 69.2% | 83.7%-14.5pp | 82.6%-13.4pp | 80.7%-11.5pp |
| Annual return | 15.38% | 29.33%-13.9pp | 31.58%-16.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,251 | $3,846-15.5% | $3,594-9.5% | $4,379-25.8% |
| Participant deferral / active EE | $7,514 | $8,719-13.8% | $8,309-9.6% | $6,730+11.7% |
| Admin fee / account holder | $4,693 | $12,943-63.7% | $11,609-59.6% | $14,365-67.3% |