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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 | $59,170 | $106,749-44.6% | $145,433-59.3% | $82,448-28.2% |
| Participation rate | 63.2% | 75.6%-12.5pp | 82.1%-19.0pp | 68.1%-4.9pp |
| Annual return | 39.64% | 27.59%+12.1pp | 66.58%-26.9pp | 41.64%-2.0pp |
| Employer contribution / active EE | $4,018 | $3,444+16.7% | $4,554-11.8% | $2,551+57.5% |
| Participant deferral / active EE | $6,775 | $6,519+3.9% | $7,897-14.2% | $4,139+63.7% |
| Admin fee / account holder | $5,574 | $8,390-33.6% | $13,129-57.5% | $7,234-23.0% |