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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 | $53,007 | $77,460-31.6% | $100,378-47.2% | $80,925-34.5% |
| Participation rate | 69.7% | 76.9%-7.3pp | 81.5%-11.8pp | 67.7%+2.0pp |
| Annual return | 37.79% | 37.24%+0.6pp | 49.41%-11.6pp | 35.65%+2.1pp |
| Employer contribution / active EE | $3,592 | $2,801+28.2% | $3,942-8.9% | $2,756+30.3% |
| Participant deferral / active EE | $7,408 | $6,818+8.6% | $8,087-8.4% | $4,299+72.3% |
| Admin fee / account holder | $1,159 | $5,887-80.3% | $7,899-85.3% | $6,940-83.3% |