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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 | $55,162 | $76,551-27.9% | $123,894-55.5% | $62,881-12.3% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 11.53% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,683 | $2,882-6.9% | $4,617-41.9% | $2,281+17.6% |
| Participant deferral / active EE | $5,316 | $4,840+9.8% | $5,984-11.2% | $3,203+66.0% |
| Admin fee / account holder | $3,520 | $4,826-27.1% | $8,357-57.9% | $4,296-18.1% |