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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 | $56,812 | $77,460-26.7% | $100,378-43.4% | $80,925-29.8% |
| Participation rate | 57.6% | 76.9%-19.4pp | 81.5%-23.9pp | 67.7%-10.1pp |
| Annual return | 14.99% | 37.24%-22.3pp | 49.41%-34.4pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,861 | $2,801+2.1% | $3,942-27.4% | $2,756+3.8% |
| Participant deferral / active EE | $6,851 | $6,818+0.5% | $8,087-15.3% | $4,299+59.4% |
| Admin fee / account holder | $12,359 | $5,887+109.9% | $7,899+56.5% | $6,940+78.1% |