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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 | $50,050 | $86,891-42.4% | $142,516-64.9% | $75,177-33.4% |
| Participation rate | 69.0% | 68.5%+0.5pp | 76.8%-7.8pp | 67.2%+1.8pp |
| Annual return | 17.50% | 23.31%-5.8pp | 20.03%-2.5pp | 160.75%-143.2pp |
| Employer contribution / active EE | $3,373 | $3,355+0.5% | $4,849-30.4% | $2,671+26.3% |
| Participant deferral / active EE | $5,928 | $4,938+20.1% | $6,280-5.6% | $4,126+43.7% |
| Admin fee / account holder | $10,680 | $7,299+46.3% | $10,008+6.7% | $5,651+89.0% |