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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 | $48,153 | $172,111-72.0% | $150,298-68.0% | $137,256-64.9% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 19.26% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,878 | $4,636-37.9% | $4,154-30.7% | $4,156-30.7% |
| Participant deferral / active EE | $6,883 | $6,166+11.6% | $5,453+26.2% | $6,407+7.4% |
| Admin fee / account holder | $4,213 | $16,471-74.4% | $14,116-70.2% | $12,270-65.7% |