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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 | $45,744 | $126,661-63.9% | $113,397-59.7% | $138,895-67.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.5%-12.9pp | 79.9%-16.3pp |
| Annual return | 19.94% | 25.05%-5.1pp | 23.20%-3.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,080 | $3,456-10.9% | $2,977+3.5% | $4,194-26.6% |
| Participant deferral / active EE | $7,741 | $5,693+36.0% | $5,076+52.5% | $6,396+21.0% |
| Admin fee / account holder | $3,408 | $14,549-76.6% | $11,957-71.5% | $12,562-72.9% |