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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 | $43,466 | $93,055-53.3% | $153,741-71.7% | $80,959-46.3% |
| Participation rate | 65.9% | 69.0%-3.1pp | 77.1%-11.2pp | 67.7%-1.8pp |
| Annual return | 21.00% | 19.97%+1.0pp | 15.71%+5.3pp | 35.67%-14.7pp |
| Employer contribution / active EE | $3,051 | $3,504-12.9% | $5,042-39.5% | $2,757+10.7% |
| Participant deferral / active EE | $4,419 | $5,172-14.6% | $6,757-34.6% | $4,300+2.8% |
| Admin fee / account holder | $8,044 | $8,881-9.4% | $12,749-36.9% | $6,925+16.2% |