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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 | $47,136 | $96,289-51.0% | $213,469-77.9% | $87,485-46.1% |
| Participation rate | 67.6% | 69.6%-1.9pp | 77.1%-9.5pp | 68.9%-1.3pp |
| Annual return | 19.71% | 17.78%+1.9pp | 20.58%-0.9pp | 26.06%-6.4pp |
| Employer contribution / active EE | $3,709 | $3,035+22.2% | $4,994-25.7% | $2,596+42.8% |
| Participant deferral / active EE | $7,382 | $4,750+55.4% | $6,841+7.9% | $4,274+72.7% |
| Admin fee / account holder | $3,618 | $9,670-62.6% | $27,141-86.7% | $7,775-53.5% |