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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 | $55,084 | $136,860-59.8% | $120,344-54.2% | $154,746-64.4% |
| Participation rate | 60.9% | 79.9%-19.0pp | 76.7%-15.8pp | 80.7%-19.8pp |
| Annual return | 15.27% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,818 | $3,533+8.1% | $3,020+26.4% | $4,379-12.8% |
| Participant deferral / active EE | $3,244 | $5,793-44.0% | $5,135-36.8% | $6,730-51.8% |
| Admin fee / account holder | $3,127 | $15,393-79.7% | $12,742-75.5% | $14,365-78.2% |