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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 | $59,200 | $95,404-37.9% | $113,397-47.8% | $82,637-28.4% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 19.20% | 19.08%+0.1pp | 23.20%-4.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,945 | $2,307+27.7% | $2,977-1.1% | $2,552+15.4% |
| Participant deferral / active EE | $6,653 | $4,220+57.7% | $5,076+31.1% | $4,126+61.3% |
| Admin fee / account holder | $6,448 | $9,168-29.7% | $11,957-46.1% | $7,339-12.1% |