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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 | $54,070 | $86,919-37.8% | $102,457-47.2% | $80,911-33.2% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.9pp |
| Annual return | 28.71% | 18.90%+9.8pp | 29.41%-0.7pp | 35.63%-6.9pp |
| Employer contribution / active EE | $3,295 | $2,368+39.1% | $3,022+9.0% | $2,756+19.6% |
| Participant deferral / active EE | $7,273 | $4,119+76.6% | $5,054+43.9% | $4,297+69.2% |
| Admin fee / account holder | $5,773 | $8,049-28.3% | $9,451-38.9% | $6,935-16.7% |