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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 | $27,410 | $106,749-74.3% | $145,433-81.2% | $82,448-66.8% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 15.19% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,930 | $3,444+14.1% | $4,554-13.7% | $2,551+54.0% |
| Participant deferral / active EE | $7,297 | $6,519+11.9% | $7,897-7.6% | $4,139+76.3% |
| Admin fee / account holder | $6,843 | $8,390-18.4% | $13,129-47.9% | $7,234-5.4% |