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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 | $54,918 | $73,787-25.6% | $98,716-44.4% | $82,448-33.4% |
| Participation rate | 64.9% | 61.4%+3.5pp | 69.3%-4.4pp | 68.1%-3.2pp |
| Annual return | 19.46% | 18.57%+0.9pp | 31.81%-12.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,770 | $1,511+149.5% | $2,279+65.5% | $2,551+47.8% |
| Participant deferral / active EE | $8,848 | $3,081+187.1% | $4,048+118.6% | $4,139+113.7% |
| Admin fee / account holder | $10,623 | $6,500+63.4% | $8,703+22.1% | $7,234+46.8% |