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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 | $93,057-53.3% | $153,500-71.7% | $80,925-46.3% |
| Participation rate | 65.9% | 69.0%-3.1pp | 77.1%-11.2pp | 67.7%-1.8pp |
| Annual return | 21.00% | 19.96%+1.0pp | 15.70%+5.3pp | 35.65%-14.6pp |
| Employer contribution / active EE | $3,051 | $3,507-13.0% | $5,039-39.4% | $2,756+10.7% |
| Participant deferral / active EE | $4,419 | $5,179-14.7% | $6,756-34.6% | $4,299+2.8% |
| Admin fee / account holder | $8,044 | $8,885-9.5% | $12,736-36.8% | $6,940+15.9% |